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North Carolina Estate Planning and Probate Attorneys

Written by Nick Wilson, Attorney, licensed in North Carolina.

Reviewed by Bobby Sawyer, J.D., Attorney licensed in North Carolina, South Carolina and Tennessee. Last updated September 25, 2026.

Attorney bios: Nick Wilson | Bobby Sawyer

Sawyer & Associates, LLC helps North Carolina families write estate plans, settle estates, qualify a parent for Medicaid when nursing home care can’t wait, and protect aging loved ones. Our Charlotte office works with clients across the state in person, by phone and by video. Book a free consultation or call 252-271-0830.

How Our North Carolina Attorneys Can Help

We handle four kinds of North Carolina matters: estate planning, probate and estate administration, Medicaid crisis planning, and elder law and guardianship. Most families come to us with more than one, such as a parent’s estate plan and a Medicaid question, and one firm can handle both.

Estate Planning

We draft wills, revocable living trusts, durable powers of attorney, health care powers of attorney and living wills under North Carolina law, and we help you fund the trust and line up beneficiary designations so the plan works. Explore estate planning or read about wills and trusts.

Probate and Estate Administration

If you were named executor, we guide you through the Clerk of Superior Court from qualification to closing: creditor notice, inventory, the spouse’s allowance, property sales and final accounting. We also handle smaller estates that qualify for the affidavit process. See how we help executors.

Medicaid Crisis Planning

When a parent needs nursing home care now, we review income, assets and 60 months of transfers, then build a lawful plan to qualify for Medicaid while protecting as much as possible for the spouse at home. Get urgent Medicaid help.

Elder Law and Guardianship

We plan for long-term care, prepare the documents that keep families out of court, and represent families in guardianship cases before the clerk when no plan is in place. Learn about elder law and guardianship.

Personal Injury

Hurt in a car or truck crash in North Carolina? Our Charlotte office handles car accident, truck accident and other injury claims.

Personal injury · Car accidents · Truck accidents

Why North Carolina Families Choose Sawyer & Associates

Families choose us because one firm can handle the plan, the estate and the Medicaid application, with attorneys who give straight answers under North Carolina law. You meet with an attorney, not a form, and you know who is handling your file from the first call.

  • One firm for planning, probate and Medicaid. The same team that writes your plan can settle the estate or handle a nursing home admission later.
  • Licensed across state lines. Bobby Sawyer is admitted in North Carolina, South Carolina and Tennessee, which helps families with property or relatives in more than one state.
  • Clear answers before you commit. We explain what the work involves at the free consultation.
  • Meet the way you want. In person in Uptown Charlotte, or by phone or video from anywhere in the state, in English, Spanish or Portuguese.

What Our Clients Say

“Great place and Great people. They helped me set up a Trust to make sure my house and belongings go to my children. I would highly recommend them to anyone.”

Colette Leonardy

“Bobby Sawyer is the standard. Not only do we refer clients to him routinely, but we trust Bobby with our own family’s estate needs.”

Jonathan Lee Sink

How It Works

01

Free consultation. Tell us what is going on. Bring existing documents, a rough list of assets and, for an estate, the will and death certificate.

02

A plan in plain English. We explain your options under North Carolina law and what the work involves.

03

We handle the details. We draft and supervise signing, file with the clerk, or prepare and track the Medicaid application until it is done.

North Carolina Rules at a Glance

These are the North Carolina rules families ask about most when they first call us. Each one links to the statute or agency source, so you can check it before your consultation and come in with better questions.

  • The Clerk of Superior Court in each county serves as judge of probate (N.C. Gen. Stat. § 28A-2-1).
  • Creditors get at least three months from the first published notice to file claims (§ 28A-14-1), and the inventory is due within three months after the executor qualifies (§ 28A-20-1).
  • A surviving spouse can claim a $60,000 year’s allowance (§ 30-15).
  • Estates with no will and $20,000 or less in personal property, or $30,000 when the spouse is the only heir, may use the small estate affidavit (§ 28A-25-1).
  • Medicaid reviews transfers made in the 60 months before applying (42 U.S.C. § 1396p). For 2026, the federal range for assets protected for the spouse at home is $32,532 to $162,660 (CMS).

Meet Your North Carolina Attorneys

Bobby Sawyer focuses on estate planning and business law and is admitted in North Carolina, South Carolina and Tennessee. He earned his J.D. summa cum laude from Charlotte School of Law and served as a U.S. Army combat engineer officer, receiving the Bronze Star.

Nick Wilson handles estate planning, probate, Medicaid crisis planning and personal injury, and brings years of civil litigation experience to contested estates. He earned his J.D. from the University of North Carolina School of Law and is admitted in North Carolina.

Our Charlotte Office

Our North Carolina office is at 525 North Tryon Street, Suite 1600, in Uptown Charlotte, easy to reach from Ballantyne, SouthPark, University City, Matthews and Huntersville. Clients elsewhere in North Carolina meet with us by phone or video. Families near the state line can also use our Fort Mill office. See our Charlotte office page for directions.

Frequently Asked Questions About North Carolina Estate Planning and Probate

Yes. Your first consultation is free, at our Charlotte office, by phone or by video. Bring any existing documents, a rough list of assets and, for an estate, the will and death certificate. We explain what the work involves and what it will take before you decide anything.

Not always. An estate with no will and $20,000 or less in personal property, or $30,000 when the spouse is the only heir, may qualify for the small estate affidavit under N.C. Gen. Stat. § 28A-25-1. An attorney is most useful when the estate includes real estate, creditors or family disagreement.

Call as soon as admission is likely. We start with a crisis consultation that reviews income, assets and any transfers made in the last 60 months. Acting before money is spent or moved gives the family the most options, so do not gift or retitle anything before that review.

Yes. We work with clients across North Carolina by phone and video, and we arrange signings with the witnesses and notary North Carolina law requires. Estates are filed with the Clerk of Superior Court in the county where the person lived, and we handle estate files in counties across the state.

Yes. Bobby Sawyer is licensed in North Carolina and South Carolina, and we have offices in Charlotte and Fort Mill. That helps families who own property in both states, have a parent across the line, or need an estate opened in each state.

Talk With a North Carolina Estate Planning Attorney Today

Whether you are starting a plan, settling a parent’s estate or facing a nursing home admission this week, the first step is a free conversation. Call our Charlotte office at 252-271-0830 or book a free consultation.

Sawyer & Associates, LLC

Charlotte, NC office: 525 North Tryon Street, Suite 1600, Charlotte, NC 28202

Phone: 252-271-0830 | Email: hello@sawyer-law.com

We serve clients in English, Spanish and Portuguese.

This page provides general information about North Carolina law and is not legal advice. Reading it or contacting our firm does not create an attorney-client relationship. Testimonials reflect individual client experiences and do not guarantee a similar outcome. Prior results do not guarantee a similar outcome.