Joe Nelson
J. NELSON LAW
joenelsonlaw.com
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: North Carolina
What to expect from Joe Nelson
- A 15-minute Prep Call with our Intake Team to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Joe Nelson
on what I enjoy most about practicing law: working with people to solve
real problems. When I had my twins, I felt the responsibility of raising
them right and caring for them, both when I was there and just in case I
wasn't. I made some financial decisions that I thought would protect them,
but the more I learned about estate law, the more I realized that my moves
fell short. I've also see estate plans that fail -- plans that make private
information public and decisions that result in conflict. Today, my plan
will leave my family protected, out of court, and out of conflict. Let's
talk about your situation, and how I can help.
I started practicing law in Illinois, and moved to North Carolina shortly
thereafter to raise our family. I've represented individuals, business
owners, insurance agents, other attorneys, congregations, and more, taking
several cases to trial and then defending them in the Court of Appeals.
Between the constant acrimony and billable hours, I started to look for
something different. During my work as a mediator, I found a passion for
keeping parties *out* of conflict, and when defending business owners, I
admired the drive to build a *plan that* *works*. These led me to open J.
Nelson Law, where I get to do both every day: engaging with hard-working
North Carolinians to build an estate plan that works and that will keep
families out of conflict.
I'm based in Ballantyne, in south Charlotte. I've represented clients from
the mountains to the coast in North Carolina, and can continue to do so
virtually. I'm happy to visit clients in Mecklenburg and Union counties in
person, and we're regularly in Brunswick County, as well.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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