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Wills and Trusts

Wills and Trusts

Comprehensive Wills and Trusts Services in Mooresville, NC

Are you seeking professional assistance with wills and trusts in Mooresville, NC? Look no further than Lutzel Broadway Law Firm. Our experienced team is dedicated to providing comprehensive estate planning solutions tailored to meet your unique needs and goals. Whether you’re considering drafting a will, establishing a trust, or need guidance on estate administration, we’re here to help you navigate through every step of the process with expertise and care.

Why Wills and Trusts Matter:

Wills and trusts are crucial components of estate planning that allow individuals to dictate how their assets and properties are distributed after their passing. Without a properly drafted will or trust, the distribution of your estate may be subject to state laws, which may not align with your wishes. By proactively creating a will or trust, you can ensure that your assets are distributed according to your preferences, minimize tax liabilities, and provide for your loved ones in the way you see fit.

Get in touch

We at Lutzel Broadway know that finding the right attorney to represent you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Our Services:

At Lutzel Broadway Law Firm, we offer a comprehensive range of services to assist you with all aspects of wills and trusts in Mooresville, NC. Our dedicated team of legal professionals will work closely with you to understand your specific needs and develop personalized estate planning strategies. Our services include:

1. Wills:

  • Drafting and reviewing wills tailored to your individual circumstances.
  • Providing guidance on naming executors, guardians for minor children, and beneficiaries.
  • Updating and revising existing wills to reflect changes in your life circumstances or preferences.
2. Trusts:
  • Establishing various types of trusts, including revocable trusts, irrevocable trusts, and special needs trusts.
  • Customizing trust provisions to address your specific goals, such as asset protection, charitable giving, or succession planning.
  • Advising on the management and administration of trusts to ensure compliance with legal requirements and your intentions.
3. Estate Planning:
  • Developing comprehensive estate plans that encompass wills, trusts, powers of attorney, and advance directives.
  • Strategizing to minimize estate taxes and maximize the value of your estate for your beneficiaries.
  • Providing ongoing support and guidance to adapt your estate plan as your circumstances evolve.

Why Choose Us:

When it comes to wills and trusts in Mooresville, NC, Lutzel Broadway Law Firm stands out for our commitment to excellence, integrity, and personalized service. Here’s why clients trust us with their estate planning needs:

  • Experience: Our attorneys have extensive experience in estate planning and probate law, ensuring that you receive expert guidance and support throughout the process.
  • Personalized Approach: We understand that every client's situation is unique, which is why we take the time to listen to your concerns and tailor our solutions to meet your specific needs and objectives.
  • Accessibility: We strive to be accessible and responsive to our clients, providing clear communication and timely updates on the progress of your estate planning matters.
  • Comprehensive Solutions: From drafting wills and trusts to administering estates, we offer a full spectrum of services to address all your estate planning needs under one roof.
  • Client-Focused Philosophy: Your satisfaction and peace of mind are our top priorities. We are dedicated to delivering exceptional service and achieving the best possible outcomes for you and your loved ones.

Get in touch

Ready to take the next step in securing your legacy and protecting your loved ones’ future? Schedule a consultation with Lutzel Broadway Law Firm today. Our knowledgeable attorneys will guide you through the estate planning process and provide you with the peace of mind knowing that your wishes will be honored. Visit lutzelbroadway.com or call us at (704) 799-3570 to learn more about our wills and trusts services in Mooresville, NC.
About Us
At Lutzel, Broadway & Associates, we focus our practice to four specific areas of the law: Estate Planning (Wills and Trusts), Business Law, Real Property Law and Asset Protection Planning. By concentrating our practice to just four disciplines, we are able to provide the highest level of knowledge, service and counsel to our clients.
Contact Us
12104 Copper Way, Ste. 201
Charlotte, NC 28277