The Attorneys at Marcellino Moore, PLLC have been awarded Super Lawyers®, which includes less than 2.5% of the nation's top attorneys!
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Charlotte Estate Administration Lawyers
Being named the personal representative of a loved one's estate often means stepping into an unfamiliar role at an already difficult time, with real legal responsibilities and real consequences for getting things wrong. Marcellino Moore, PLLC can help you understand what needs to happen, in what order, and how to move the process forward correctly.
Our estate administration lawyers in Charlotte help personal representatives through the early, critical decisions that shape how smoothly the rest of the administration goes.
Call our office at (980) 427-3401 to schedule an appointment.
Settlements & Judgments
Our Case Results
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Estate Planning
Family Avoids the Time and Expense of Full Probate. Attorney Katy Currie helped a family avoid the time, expense, and complexity of a full probate administration after the loss of a loved one.
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Contested Will Dispute
Attorney Katy Currie represented a family facing a difficult probate proceeding after a family member challenged the validity of a loved one’s will.
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Estate Planning
Attorney Katy Currie worked with a blended family facing the challenge of providing for one another while also protecting assets intended for their respective children.
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Estate Planning to Protect Minor Children
Attorney Katy Currie worked with parents who wanted to ensure their children would be protected and cared for if the unexpected occurred.
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High-Net-Worth Estate
Advised the owner of a highly successful business with an estate valued at approximately $40 million, including multiple properties across several states.
Meet Our Team
Protecting What Matters Most
Understanding the Estate's Assets and Debts
Before anything else can move forward, the estate's assets and debts need to be identified accurately. This includes property throughout Mecklenburg County and beyond, financial accounts, and outstanding obligations that will need to be addressed before any distribution occurs.
Personal representatives administering an estate must accurately inventory and value local real property and financial holdings within 90 days of qualification. Additionally, North Carolina law mandates publishing a Notice to Creditors in a locally circulated Mecklenburg County newspaper to open the required 90-day claim window, enabling legitimate debts to be satisfied before any asset distributions are made to beneficiaries or heirs.
Determining Whether Probate Is Required
Not every estate requires the same process, and determining whether probate is necessary, and what type, shapes every decision that follows. We can work with you to review the will and any other relevant legal documents early to help clarify what's actually required.
Identifying Beneficiaries and Heirs
Confirming who is legally entitled to receive property, whether named in a will or determined by law, needs to happen before distribution, not after.
Knowing What Not to Do Yet
Just as important as knowing the right steps is understanding what shouldn't happen prematurely. Distributing assets, paying certain debts, or making decisions out of sequence can create personal liability for a personal representative acting in good faith but without full guidance.
