If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Secure your family’s future with a FREE, no-obligation online consultation which will guide you through the critical components of estate planning.
Mobile notary included in select estate plan packages
Estate Planning Education Included in FREE 30 min Consultation Covering:
• Guardianship Planning
• Succession Planning
• Business Protection
• Asset Protection
• Wills and Trust
• Life Planning
• Financial Power of Attorney
• Medical Power of Attorney
• Probate
By providing a dual platform which offers both estate planning and financial services, clients are able to come to one diverse platform for everything!
- Estate Planning Education Seminars
- Financial Education Seminars
- Long Term Savings Strategies
- Wealth Protection Plans
- Insurance Protection
- Retirement
- Retirement Supplements
- Tax Free Strategies
- Annuities
- Estate Planning
- Wills & Trust
As a licensed independent agent, I can customize a detailed plan based on budget and goals.
Starting with education and awareness, my team and I can help you prepare for uncertainty no matter where you are in your journey.
Failing to Prepare is Preparing to Fail
Overview
Current Top Pro
Hired 51 times
Serves Charlotte, NC
Background checked
15 employees
5 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2025
Services offered
Draft needed
Will only
Power of attorney only
Will and Power of attorney
Living trust
Number of people
Individual person
Couple (individual and spouse)
Work location
My customers travel to me
I travel to my customers
Projects and media
Projects and media
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
Exceptional 5.0
21 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Karen R.
Jul 22, 2025
•
Hired on Thumbtack
Charmaine is great! She was so very helpful, professional and always on top of things. She was super quick with responses to my questions and any concerns I had. Used her for setting up my mom's estate and I will also use her for mine as well. Would highly recommend her.
Wills and Estate Planning
Leroy V M.
4 weeks ago
•
Hired on Thumbtack
Charmaine kept my wife and I informed on the whole process of getting a Trust for our family Thanks to her we feel safe for our family future. Thanks Again Charmaine .
Wills and Estate Planning
Corinne W.
Sep 17, 2025
•
Hired on Thumbtack
Charmaine is the best. Not only does she help with the process of setting up a trust she makes sure you understand all the moving parts and checks in with you at each step. Charmaine is kind, understanding, and very knowledgeable in her field. I have been raving about her to people I know. I would highly recommend her if you are in need of these types of services.
C White
Wills and Estate Planning
Stuart R.
Oct 30, 2025
•
Hired on Thumbtack
Everything about our experience was exceptional. We learned more about our needs in just a few conversations than we ever knew. Thank you so much.
Wills and Estate Planning
NORA BENJAMIN N.
Sep 30, 2025
•
Hired on Thumbtack
An excellent person to work with. Answered all questions and is extremely easy to talk to and discuss all aspects of the trust. I enjoyed all interactions I had with her and her staff.
