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Estate planningCharlotte, North Carolina
Carolina Legacy Law Group
License not yet checked against the state bar
Remote meetings available
Help with what matters.
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.
Based in Charlotte, North Carolina, and serving families in North Carolina and South Carolina. Meetings are by video and signing is with a mobile notary, so no office visit is needed.
Who you may work with.
- David A. MohrmannAttorney
Named as listed on the firm’s website. Attorney with family from the firm’s website (source: carolinalegacylaw.com/about (opens in a new tab)). Firms can ask us to change or remove it.
License verification.
- Attorney licenses
- Not yet checked
Not yet checked against the state’s licensing authority.
Experience Score.
93EstatePlan.now Experience Score for Carolina Legacy Law Group93 of 100How this score works
Measures how openly a firm publishes its pricing and how much of the process can happen online or remotely. Not a rating of legal skill, ethics or results.
- Pricing transparency / 3030 / 30A full package price with what it covers · Source: carolinalegacylaw.com · checked Sep 26, 2026
- Start online / 2525 / 25An online intake the firm acts on (on its own site or through EstatePlan.now) · Source: carolinalegacylaw.com/get-started · checked Sep 26, 2026
- Remote meetings / 1515 / 15The firm says it meets clients by video or phone · Source: carolinalegacylaw.com · checked Sep 26, 2026
- Flexible signing / 1515 / 15Remote signing, e-signature or online notarization where the law allows · Source: carolinalegacylaw.com/compare/traditional-attorney · checked Sep 26, 2026
- Family Access / 158 / 152 of 4 published family features · Source: carolinalegacylaw.com · checked Sep 26, 2026
Methodology v1.0Read the methodologyReport an update by email to info@estateplan.now
- Pricing Published
- Start Online
- Remote Meetings
- Flexible Signing
- Family Access
Pricing, in context.
- Firm-published price
- $6,500
- Package
- The Legacy Plan
- 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.
- Flat fee
Published by the firm on carolinalegacylaw.com (opens in a new tab), checked Sep 26, 2026.
How to get started.
Meetings: Remote meetings available, as stated on carolinalegacylaw.com (opens in a new tab).
Begin with: Build your plan online, free. 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.
Sources and review.
Each fact above comes from the firm’s own website. We record where it appears, when we observed it and when it was last checked against that page. Firm pages change — the firm’s site is the current source.
| Field | What we show | Source | Observed | Checked |
|---|---|---|---|---|
| Experience Score: Pricing transparency | Observed — A full package price with what it covers | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Experience Score: Start online | Observed — An online intake the firm acts on (on its own site or through EstatePlan.now) | carolinalegacylaw.com/get-started (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Experience Score: Remote meetings | Observed — The firm says it meets clients by video or phone | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Experience Score: Flexible signing | Observed — Remote signing, e-signature or online notarization where the law allows | carolinalegacylaw.com/compare/traditional-attorney (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Experience Score: Family Access | Observed — 2 of 4 published family features | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Firm and location | Carolina Legacy Law Group, Charlotte, NC | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Person named | David A. Mohrmann, Attorney | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Service | Estate planning | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Service | Trust-based plans | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Published price | $6,500 — The Legacy Plan (firm-published) | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Location note | Office location detail | carolinalegacylaw.com/about (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| How to begin | Build your plan online, free (Start intake on firm site) | carolinalegacylaw.com/get-started (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| What happens next | As described by the firm | carolinalegacylaw.com/get-started (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Meetings | Remote meetings available | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Service area | North and South Carolina | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Phone | (704) 268-9480 | carolinalegacylaw.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Photo | Attorney with family | carolinalegacylaw.com/about (opens in a new tab) | Sep 26, 2026 | Checked Sep 26, 2026 |
How listings are researched · Report an update · or email us at info@estateplan.now · Is this your firm? Claim this profile: Carolina Legacy Law Group