Legacy & Estate Planning
In Carolina

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

Areas Of Practice

Carolina Legacy Law Group , We Provide the following legal Services

Estate Planning

Comprehensive estate planning services to secure your legacy and ensure your loved ones are protected.

Probate Administration

Expert assistance in navigating the probate process to settle estates efficiently and with minimal stress.

Asset Protection​

Strategies to shield your assets from potential risks, creditors, and lawsuits, preserving your wealth for future generations.

Estate Planning

Comprehensive estate planning services to secure your legacy and ensure your loved ones are protected.

Probate Administration

Expert assistance in navigating the probate process to settle estates efficiently and with minimal stress.

Asset Protection​

Strategies to shield your assets from potential risks, creditors, and lawsuits, preserving your wealth for future generations.

wHy Is Estate Planning Important ?

Will, Trust or ...?

What do you really need to keep your family out of court and out of conflict when something happens to you? We’ll cover the 3 biggest fears most people have when it comes to estate planning.

Don't Fail Your Loved Ones

Even if you’ve created a plan, it may not work when your family needs it. See exactly why most plans fail and how you can put in place a plan for peace. Your family deserves it.

What It Costs To Do It Right

Most people wonder what estate planning should cost and whether they even need an estate plan. We’ll guide you to know what the right plan should cost, and also describe our estate planning process so you know your options.

About David T. Mohrmann

Hello! I’m David!
My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.
In short, my sole focus is to help families avoid collapse after the death or disability of a loved one – this happened to my own family when my father passed away unexpectedly. I want every family I meet with to avoid the same financial and emotional devastation that my own family suffered after our loss.
I want you to know you’ve made a big step toward peace of mind simply by reading this.
I’d love to start protecting the people you love and everything else you care about today. I look forward to meeting and serving your family!
David is the Founder and Managing Attorney for Carolina Legacy Law Group.
estate planning attorney

Contact Us

We Make It Easy And Affordable To Get
Your Affairs Handled

Our Promises to You

LIFETIME RELATIONSHIP

We provide complimentary 3-year reviews with all of our clients to update their plans as their lives change.

NO HOURLY BILLING

Our firm charges flat-fees for our planning services. This means there are no surprise bills!

COMMUNICATION

We are always available to answer, and possibly ask, questions when it comes to your planning. 

FAMILY PROTECTION

For families with minor children, we have developed a system to make sure your children are never in the care of strangers. 

INTEGRAL APPROACH

We provide you with the opportunity to plan for all possible risks, and pass on your legacy as you want.  

CARING APPROACH

We don’t bombard you with legal jargon. We’re here to educate you on designing the right plan.

Google Reviews

Amanda Jarrell
Amanda Jarrell
2024-07-02
David was super personable and very knowledgeable. I enjoyed how much I learned about wills and trusts while working with him. I'm excited to have a plan for my family and knowing that I can easily update it as life changes. I would highly recommend Carolina Legacy to anyone!
Priscila Dos Santos
Priscila Dos Santos
2024-06-26
Words aren’t enough to describe how amazing is Carolina Legacy Law Group. David Mohrmann and his team are the best in Charlotte and surrounding areas. Their professionalism, manners, and prompt service are outstanding. I was very pleased with the results working closely with this Law Group. Let’s talk about customer service. Carolina Legacy Law Group knows exactly what a great service is and from the very beginning David explained in detailed all the steps and made the understanding and process so easy. He value his clients and focus on the family needs. I HIGHLY RECOMMEND THEIR SERVICE. Thank you David, Lindsey and all the team members that worked behind the scene. The binder that we received is amazing and super organized with all the details. We even had flowers delivered to our home from Carolina Legacy Law Group. Our family is definitely in good hands. Thank you again for all the patience, all the questions, all the efforts, all the time, and all that you have done for my family; I couldn’t be more pleased. FIVE STARS ISN’T ENOUGH TO RATE THIS BUSINESS. YOU GUYS ARE AMAZING AND SUPER PROFESSIONAL. 😊😊😊😊😊😊
Marcelo Dos Santos
Marcelo Dos Santos
2024-06-25
My wife and have been putting off creating a trust for far too long. We were introduced to David Mohrmann’s Lew firm Carolina Legacy via another colleague and friend who did their trust with David. We called David and began the process to create a trust for us. He is very personable, he came across like a close friend who you knew for a long time who happens to be an attorney. He really listened to our concerns and to what we wanted and gave us options based on what we were looking for. He is easy to understand when explaining the process, legal definitions in layman terms that we could understand who don’t work in the attorney world. David, is a man of his word. When he says he will do something, he will do it. You don’t have to keep doing follow up on him regarding his promise because he will do them. He is a person who you learn to trust in what he says because he backs it up with action. His professionalism shows through with his knowledge, and years of experience.
Mr White
Mr White
2024-06-07
These guys are amazing, they listened to me, understood it and did the rest. They are great at counselling you and building your case. Specially Real-Estate and Finance. Thank You!
Sibghat Ullah
Sibghat Ullah
2024-06-07
A good experience for my elderly mum too.

What you leave Behind is not what is Engraved In stone monuments, But what is Woven Into the lives of Others.

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Contact David

    About David

    My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.
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