Legacy & Estate Planning
In Carolina
Areas Of Practice
Estate Planning
Probate Administration
Asset Protection
Estate Planning
Probate Administration
Asset Protection
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
What It Costs To Do It Right
About David T. Mohrmann
Our Promises to You
LIFETIME RELATIONSHIP
NO HOURLY BILLING
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
Google Reviews
ExcellentBased on 5 reviewsAmanda Jarrell2024-07-02David 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 Santos2024-06-26Words 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 Santos2024-06-25My 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 White2024-06-07These 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 Ullah2024-06-07A 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.
Blog
Ultimate Guide to NC Trusts: Types and Benefits
Welcome to your ultimate guide on types of trusts in NC! North Carolina offers a variety of trust options to help you manage your assets
The Grounds to Contesting a Will in North Carolina
In North Carolina, contesting a will is a serious matter. Losing a loved one is hard enough, and fighting over their final wishes makes it
Power of Attorney in North Carolina: What to Know
Have you ever wondered about power of attorney in North Carolina? It’s a key legal tool that lets you pick someone you trust to make
Estate Planning Tips in North Carolina: Expert Advice.
Did you know that about 68% of Americans don’t have a will? This fact shows a big gap in planning for the future. Estate planning
How Long Does Probate Take in NC? FAQs & Timelines
How long does probate take in NC? Probate is the legal process of handling the estate of someone who has passed away. In North Carolina,
Carolina Legacy law
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- (704) 370-9804