Call Now: 704-288-4700 or Request A Call From Our Firm
Zachary made this process easy. Bottom line, our family’s estate planning is something we can rest easy about because Zachary put it together with us. I would HIGHLY recommend him to anyone looking for help with estate planning.
Josh W.Waxhaw, North Carolina

Now Offering Meetings By Phone, Video Conference, And In Our Office In Weddington

Call Now: 704-288-4700 or Request A Call From Our Firm

Estate Planning – It’s all about your Family

What would happen to your family if something happened to you tomorrow?

Call Now: 704-288-4700 or Request A Call From Our Firm

We are a different kind of Estate Planning Law Firm

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    No Hourly Billing

    We only charge flat fees quoted up front so you never get a surprise bill for a phone call or email, and we make our fee schedule public so you know we’re not making up a fee after we see what you’re worth.

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    Proprietary Kids Protection Plan

    A comprehensive guardianship plan that prepares your guardians and will ensure your kids never, ever spend even an hour in the hands of strangers, CPS, or the foster system.

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    A Trusted Advisor For Life

    Estate planning is not “set it and forget it”. The law, your goals, and your family will change. Our estate plans include free tri-annual checkups for life to keep your estate plan up to date.

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    Post-Mortem Administration

    Losing a loved-one is overwhelming for so many reasons.  Let us help relieve the burden and demystify the legal process that lies ahead.

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    Great Client Communication

    Finally an estate planning attorney you can actually talk to! We schedule attorney call-backs every day to save you from the phone tag merry-go-round!

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    Process Driven

    State of the art technology drives our process, ensuring nothing falls through the cracks and that your plan will work, period.

What Our Clients Are Saying About Us
Extra Prepared
My wife and I crossed state lines, had a new baby, and wanted to update our will. Becuase we moved, we needed a new attorney. We found Zachary Setzer through a search and we are more than impressed. He took the time to explain that one need not have millions and millions for a trust to be preferable to a will. Our first meeting was about 2 hours and he went over some much information, our heads almost were spinning. But, fret not, on our second appointment, he took time to go over those items that we needed ...
Josh W.Waxhaw, NC
Just What We Needed - Twice!
My wife and I were initially referred to Mr. Setzer for a very specific type of trust, as he is one of the few NC experts that could handle our narrow need. We were very impressed with his knowledge in that area and were quite thankful for his patience for that arcane trust setup. So we were happy with the outcome. We are a nearing-retirement Baby-Boom couple already quite conversant in financial matters (CPA/MBA types) so we have rather high expectations for anyone who provides advice relating to money, inheritances, and taxes. We ...
Michael T.Charlotte, NC
A True Professional
Zachary is a true professional, extremely knowledgeable in his field, is very genuine and easy to work with. He was able to describe the "big picture" of my estate plan and then walk me through the details of each area, answered all of my questions, and offered different options or scenarios that demonstrated his depth of knowledge and experience in these matters. I have recommended Zachary to friends of mine and the feedback from them has been the same as my experience. I will continue to recommend him to others.
Johnny H.Weddington, NC
Endorsing My Attorney
My family has used Zachary Setzer's services for two different matters, Estate Planning and formation of two Trusts. With each of these Mr. Setzer was very thorough and explained anything that was confusing. He prepared Health Care Power of Attorney, Power of Attorney, Wills and Trusts for me and my husband.When the documents were ready we brought our three sons aged 19 to 24 with us for signing. As Mr. Setzer went through the documents he explained them to our sons. The boys all understand what my husband's and my end-of-life desires/choices are and they are comfortable ...
Virginia T.Charlotte, NC
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Our Story

I used to believe that I went to law school a year too late. I needed to take a year after graduating from Chapel Hill to figure out whether I wanted to go to law school or divinity school. Taking that year off meant the difference between having my choice of prestigious jobs at major law firms, as the law school class ahead of me had, versus entering the job market during the height of the worst legal job market in living memory.

Despite graduating with honors from one of the best law schools in the country and being a law review editor, I couldn’t get a job with one of those big law firms. I couldn’t even get a job at a smaller law firm. In that one year, law firms had stopped hiring. I thought, “What rotten luck.” After searching and searching for a job, I decided to take matters into my own hands.Get to know more about us

Estate Planning - It’s all about your Family

What would happen to your family if something happened to you tomorrow?

Call us today 704-288-4700 or Request A Call From Our Firm