Last Will & Testament

This document explains how you would like your assets to be distributed upon your passing. This can also include information regarding your burial wishes, guardianship for your children as well as setting up a Trust for underage beneficiaries.

Health Care Power of Attorney

While spouses and family members are sometimes consulted when it comes to making medical decisions for someone, this is not always the case. Having a Health Care Power of Attorney will allow medical professionals to talk directly to someone you choose as if they were you, and let them make any important decisions regarding your wellbeing when you aren’t able to make those decisions yourself.

Durable Power of Attorney

There are different types of Powers of Attorney, but the Durable Power of Attorney is an important one to have in that it survives your incapacitation. This allows individuals, of your choice, to make legal and financial decisions as if they were you, in accordance with your wishes.

Medical Directives

These documents are generally done along with a Health Care Power of Attorney. While that document gives an individual the authority to make medical decisions for you, this document limits that authority for specific matters.

Living Will

This document is sometimes confused with a DNR order. Unlike a DNR, a Living Will states that if you were to become comatose, or to be in a similar unconscious situation and showed no signs of improvement, that you would like all life prolonging measures to stop. This document is done so that this very hard choice is not placed onto a loved one.

Special Needs Trusts

There are many different reasons someone would need a trust. This can range from setting up a Special Needs Trust for someone who needs to have their assets held by another so as not to interfere with their benefits to a Revocable Living Trust that allows families to pass their assets quickly and easily to the intended beneficiaries.


I would like to take a minute to thank Cathleen and her team who went WAY beyond the expected for my mother…Having a miniscule time-frame and not missing a beat … there are no words to thank them all…

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This is a great company to work with! The process was very easy. It was so affordable to get all of my legal documents prepared by their team off legal experts and I got a discounted rate by taking a


Cathleen is wonderful to work with! She handled our estate planning and answered all the questions we had pertaining to getting everything set up for our kids. She was very informative and knowledgeable about the entire process, she will even come to you!

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I own a small business and needed affordable legal services through a prepaid legal service plan. Cathleen made an official visit to discuss services provided by Charlotte Legal Services. One of the

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Thanks to Charlotte Legal Services’ experienced, licensed North Carolina attorneys, we were able to protect our family with their plan which offers affordable estate planning documents in advance of our needs. Their group was prompt, courteous, and very customer service-oriented. They also offered execution of our documents by providing a notary and witnesses. We have peace of mind now that this work has been completed. I would highly recommend this company; they did an excellent job.

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Two days ago we realized we’d misplaced our wills (which were actually in need of updating as well). Found the phone number of the lawyer we worked with in 2010 and left her a voicemail telling her about my upcoming surgery. Yesterday, she called us back while on vacation, took all of our new info from her hotel room, had her team a redraft all our documents, and they arrived today.

John Pavlovitz, ★★★★★