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 Wills and Trusts Lawyers
Putting off writing a will because it feels uncomfortable, or assuming you'll get to it eventually, can leave your loved ones without clear direction when they need it most. Our wills and trusts lawyers in Charlotte can help you create a plan that protects your family and puts your wishes in writing.
Marcellino Moore, PLLC, with a strong team of attorneys and a cadre of dedicated staff, has been recognized by Super Lawyers®, a designation achieved by less than 5 percent of attorneys nationwide.
Call today at (980) 427-3401. We can meet in person or through video conference, whichever works best for you.
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
Why a Will Is Often Just the Starting Point
A will is one of the most important documents in an estate plan, but for many people, it isn't the whole plan. Depending on your circumstances, other tools may need to work alongside it.
Trusts and Their Role
A trust can serve purposes that a will alone can't, such as managing how and when your assets are distributed, addressing the needs of a beneficiary who may need extra oversight, or helping you avoid probate for certain property. Whether a trust makes sense depends entirely on your specific goals and family situation.
Beneficiary Designations
Accounts like retirement plans and life insurance policies pass according to their own beneficiary designations, regardless of what a will says. These designations need to align with the rest of your plan, not conflict with it.
Coordination Is the Real Goal
The goal isn't collecting documents for their own sake. It's making sure a will, any trusts, powers of attorney, and beneficiary designations all work together consistently, for families who are building plans for very different circumstances.
Effective estate coordination in the Charlotte metro area may also call for aligning estate planning documents with complex corporate assets and employment benefits. Many local professionals working within Uptown’s financial sector or healthcare hubs like Atrium Health and Novant Health possess equity packages, restricted stock units (RSUs), executive pension plans, or group life insurance policies.
Under North Carolina law, these contractual benefits pass directly through designated beneficiary forms rather than a will. Coordinating these specific employer benefits alongside trusts and financial powers of attorney enables your total estate plan to function cohesively across both state probate channels and private asset transfers.
