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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 Probate Lawyers

Handling probate on your own might seem manageable. That’s until an unexpected creditor claim, a court deadline, or a disagreement among beneficiaries turns a straightforward process into a stressful one. If you're managing a loved one's estate, our probate lawyers in Charlotte can help you understand the legal responsibilities involved and avoid the missteps that often cause delays. 

Marcellino Moore, PLLC helps personal representatives through the process. With experience going back to our founding in 2011, we have been recognized by Super Lawyers®, a designation achieved by less than 5 percent of attorneys nationwide.

Call today at (980) 427-3401. You can also use our online contact form to request a consultation, either in person or virtually.

Our Client Testimonials

Behind Every Case is a Real Person and a Real Story
    “Jennifer Moore, Alexi Gadzinski and their team were stellar in supporting me.”
    “They were great to work with and achieved all of my goals.  I highly recommend Jennifer and Alexis to represent you.”
    - Richard R.
    “Kay Bolaños and her team did an outstanding job.”
    “Her legal advise and expectations were honest and accurate from beginning to end. The way Kay handled the case was on point. I am happy with the trust I placed in her.”
    - Antonio A.
    “It was a pleasure working with Kay and Katie.”
    “The team at Marcellino & Moore (Kay Bolanos & Katie Glenney) handled my family matters in a very professional and efficient way. My situation was a bit unique, and they spent time researching and brainstorming potential outcomes.”
    - Elena
    “Will definitely use their representation again.”
    “Their communication is top notch as well as their support which is the most important aspect in my opinion.”
    - Former Client
    “Matt, thanks for all the hard work, and more importantly, your compassion and real world knowledge.”
    “I cannot say enough about the firm's pragmatism, understanding of the NC law process, and their level of communication.”
    - William M.
    “I HIGHLY recommend this law firm.”
    “5 stars aren’t enough to rate my experience with this law firm. Attorney Clay Campbell exceeded my expectations. I just sat back and listened to him annihilate the opposing counsel. It was quite comical.”
    - Monica H.
    “I had the privilege of being represented by Clay Campbell his exceptional team.”
    “Their knowledge of the law is unmatched, and they navigated my case with precision and expertise. The entire team demonstrated outstanding communication, always keeping me informed and at ease throughout the process.”
    - Former Client
    “Her professionalism and commitment to my needs were evident from the start.”
    “Jennifer was straightforward and transparent, giving me confidence in her abilities. The team was responsive and ensured my interests were always a priority. I'm grateful for their help, which has allowed me to move forward positively.”
    - Zoraida G.

Settlements & Judgments

Our Case Results
  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Small Missteps Can Create Real Complications

Probate involves a series of legal responsibilities that can seem straightforward individually, but small errors along the way can create delays or disputes that affect the entire estate.

Assets, Debts, and Creditor Claims

Accurately identifying the estate's assets and debts is only the beginning. Creditors must be properly notified and given the opportunity to file claims, and those claims need to be evaluated and addressed correctly before distributions occur, whether they involve local Charlotte-area accounts and property or obligations elsewhere.

Court Requirements and Deadlines

Probate comes with specific court filing requirements and deadlines. Missing or mishandling these requirements can slow the process down or create complications that weren't necessary in the first place.

In Mecklenburg County, probate matters are opened and administered through the Estates Division of the Clerk of Superior Court, located at the Mecklenburg County Courthouse in Uptown Charlotte. 

Qualifying as a personal representative requires filing an Application for Letters Testamentary or Letters of Administration (Form AOC-E-201 or AOC-E-202) along with the original will and death certificate. If our office is involved early in the process, we can assist you with this. 

Once qualified, North Carolina law mandates filing a complete inventory of the decedent's real and personal property within 90 days. Meeting these strict court deadlines prevents inventory delinquencies and keeps estate administration proceeding smoothly through the local clerk's office.

Real Talk, Legal Insights, and Stories That Matter

Interpreting the Will and Managing Beneficiary Questions

Even a clearly written will can raise questions in practice, and beneficiaries may have differing expectations about what they're entitled to and when. Addressing these questions accurately and consistently can reduce the chances of misunderstandings turning into disputes.

Timing of Distributions

Distributing assets before creditor claims are resolved or before the proper legal steps have been completed can create personal liability for a personal representative, even when done with good intentions.

Reach Out To Us

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No matter where you are in the process, you don't have to face it alone