4.5+/5.0 Highly Rated

Your Legacy. Your Wishes. Your Family.

Wills, trusts, and the paperwork that keeps your family out of a courtroom after you are gone. You work with C.W. Lachey directly, from the first meeting to the day your plan is signed.

about us
Two lawyers walking and discussing a legal case in the office hallway

One attorney drafts your plan, walks you through every line of it, and is still here years later when your family needs to know what happens next.

Boutique estate planning firm in downtown Mint Hill. C.W. Lachey drafts every plan himself, so nothing gets handed to a paralegal you have never met.

Our clients spent decades building something worth protecting. They do not want a legal lecture. They want to know their family stays out of court.

North Carolina counties served
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One

Attorney on your file, start to finish

Complimentary plan updates included
years
Average Google rating 
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Legal plans accepted

Already covered? Use it.

We are an accepted provider for both major plans. Most members do not realise estate planning is included in what they already pay for.

Lawyer discussing estate planning documents with a family in the office

MetLife Legal Plans

Wills, trusts and powers of attorney are typically covered in full for members.

Happy family sitting together representing family law and protection services

LegalShield

Bring your membership number to the consultation and we will confirm what applies.

What we handle

Estate work, start to finish.

Why families choose us

A boutique firm behaves differently.

Larger firms move estate plans through a production line. Here, five things stay true on every file.

The person who answers your question is the person who drafts your documents. No account manager sitting in between.

Our office is on Matthews Mint Hill Road. We know the clerks, the county process and the community we serve.

Life changes. A new grandchild, a sold property, a move. We update your plan to match at no extra charge.

When the time comes, your family sits down with us to understand exactly what happens next. Included.

You know the cost of your plan before we begin. Boutique attention without big firm billing.

Resources

Four steps, set out like the document itself.

01

The consultation

Senior couple smiling while consulting with their lawyer about future planning

Around 45 minutes. We go through your family, your property and what you want to happen. You leave with a clear recommendation and a flat quote. No charge.

02

The drafting

Couple sitting together and carefully reviewing legal family law documents

We build the plan and walk you through every clause in plain language before anything is final. You change what you want changed.

03

The signing

Close up of hands signing real estate and business legal paperwork

Executed in our office with witnesses and a notary present, exactly as North Carolina requires. You go home with the originals and digital copies.

04

The years after

Happy senior couple standing outdoors representing retirement and estate planning

Life changes, so we update your plan at no charge. And when the time comes, your family sits down with us to find out what happens next.

Here's what others had to say

4.5+/5.0 Highly Rated

Life changes, so we update your plan at no charge. And when the time comes, your family sits down with us to find out what happens next.

Resources

Answers, before you ever call.

Schedule your consultation

Everyone has an estate, the difference is whether you leave a plan or a problem.

Pick a time that suits you and we will confirm it by email. Prefer to talk it through first? Ask for a call back instead and we will reach out the same business day.

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