{
  "source": "EstatePlan.now",
  "api_version": "1",
  "docs": "https://www.estateplan.now/developers",
  "terms": "https://www.estateplan.now/legal#data-use",
  "attribution": "Facts come from each firm's own website, with the source page and dates recorded. When you show them, name EstatePlan.now and link the firm's profile_url; the firm's own site is the current source. EstatePlan.now is not a law firm and does not rate legal quality; an Experience Score, where present, summarizes only what the firm publishes about pricing and online or remote service (see /methodology/experience-score).",
  "firm": {
    "slug": "carolina-legacy-law-group",
    "name": "Carolina Legacy Law Group",
    "profile_url": "https://www.estateplan.now/firms/carolina-legacy-law-group",
    "website": "https://carolinalegacylaw.com/",
    "city": "Charlotte",
    "state": "NC",
    "state_name": "North Carolina",
    "address": null,
    "phone": {
      "value": "(704) 268-9480",
      "source_url": "https://carolinalegacylaw.com/",
      "observed_at": "2026-09-26",
      "checked_at": "2026-09-26"
    },
    "summary": {
      "value": "Carolina Legacy Law Group is a Charlotte estate planning firm led by attorney David A. Mohrmann, licensed in North Carolina and South Carolina. It offers two flat-fee, trust-based plans: The Legacy Plan at $6,500 and Legacy Complete at $8,500, which adds trust funding done for you. You build your plan online, review it with David by video, and sign with a mobile notary.",
      "source_url": "https://carolinalegacylaw.com/",
      "observed_at": "2026-09-26",
      "checked_at": "2026-09-26"
    },
    "services": [
      {
        "value": "Estate planning",
        "source_url": "https://carolinalegacylaw.com/",
        "observed_at": "2026-09-26",
        "checked_at": "2026-09-26"
      },
      {
        "value": "Trust-based plans",
        "source_url": "https://carolinalegacylaw.com/",
        "observed_at": "2026-09-26",
        "checked_at": "2026-09-26"
      }
    ],
    "people": [
      {
        "name": "David A. Mohrmann",
        "role": "Attorney",
        "source_url": "https://carolinalegacylaw.com/",
        "observed_at": "2026-09-26",
        "checked_at": "2026-09-26"
      }
    ],
    "price": {
      "status": "published",
      "amount": 6500,
      "currency": "USD",
      "package_name": "The Legacy Plan",
      "scope": "a trust-based estate plan, with written funding instructions and a checklist for retitling your assets into the trust; a $500 deposit is credited toward the fee. Legacy Complete ($8,500) adds trust funding done by the firm",
      "qualifier": "flat fee",
      "source_url": "https://carolinalegacylaw.com/",
      "observed_at": "2026-09-26",
      "checked_at": "2026-09-26"
    },
    "how_to_begin": {
      "method": "online_intake",
      "label": "Start intake on firm site",
      "url": "https://carolinalegacylaw-app.atdenovo.com/start",
      "begin_with": "Build your plan online, free",
      "what_happens_next": "The firm says a $500 deposit then reserves your consultation with David, who reviews what you’ve built and recommends a plan. A mobile notary comes to you for signing.",
      "online": true,
      "applies_to": null,
      "source_url": "https://carolinalegacylaw.com/get-started",
      "observed_at": "2026-09-26",
      "checked_at": "2026-09-26"
    },
    "starts_online": true,
    "meetings": {
      "value": "remote",
      "excerpt": "No office visit is required at any point. You complete the guided experience online, meet David by video for your review, and a mobile notary comes to your home or office for the signing.",
      "source_url": "https://carolinalegacylaw.com/",
      "observed_at": "2026-09-26",
      "checked_at": "2026-09-26"
    },
    "service_area": {
      "label": "North and South Carolina",
      "states": [
        "NC",
        "SC"
      ],
      "metros": [],
      "excerpt": "David A. Mohrmann is licensed to practice law in North Carolina (State Bar No. 54362) and South Carolina (Bar No. 107956).",
      "source_url": "https://carolinalegacylaw.com/",
      "observed_at": "2026-09-26",
      "checked_at": "2026-09-26"
    },
    "sponsored": {
      "disclosure": "EstatePlan.now places this partner firm first as a founding sponsor. Placement doesn’t change the facts shown, which come from the firm’s own website.",
      "since": "2026-09-26"
    },
    "record_checked_at": "2026-09-26"
  }
}