Estate planningCharlotte, North Carolina

Charlotte Center for Legal Advocacy

Charlotte, NC · serves Mecklenburg County, NC (residents aged 60 and older)charlottelegaladvocacy.org (opens in a new tab)

Licensed in North Carolina · License status checked with North Carolina State Bar on Sep 26, 2026

Help with what matters.

Charlotte Center for Legal Advocacy is a Charlotte, NC civil legal aid organization. Its Legal Services for Seniors Program helps Mecklenburg County residents aged 60 and older make simple wills, powers of attorney and advance directives.

  • Estate planning
  • Incapacity planning

Who you may work with.

  • Soreé FinleySenior Attorney and Program Director
  • Arthur BartlettSenior Attorney
  • Marcus HulbertAttorney
  • Courtney ViebrockManaging Attorney

Named as listed on the firm’s website. The portrait comes from the firm’s website, each with its page in Sources and review. Firms can ask us to change or remove them.

License verification.

Checked on the licensing authority’s public lookup on the date shown.

Reviews around the web.

Google and Avvo
Not yet recorded

No third-party rating has been recorded for this firm. That is not a statement that it has none.

Experience Score.

Not yet scoredEstatePlan.now Experience Score for Charlotte Center for Legal Advocacy2 of 5 factors checkedHow this score works

A simple view of the transparency and convenience a practice makes available to families — published pricing, online starting options, and remote meetings and signing. It is not a rating of an attorney’s legal ability.

A number appears once at least 3 of the five factors have been checked on the firm's site.

  • Pricing transparency / 300 / 30No estate-planning price published (checked firm by firm)
  • Start online / 253 / 25A contact form · Source: charlottelegaladvocacy.org/contact-us · checked Sep 26, 2026
  • Remote meetings / 15Not yet checkedNo statement about remote meetings has been recorded.
  • Flexible signing / 15Not yet checkedNo statement about remote signing or online notarization has been recorded.
  • Family Access / 15Not yet checkedThe Family Access checklist has not been reviewed for this firm.

Not yet checked means we have not read the firm's site for this factor. It earns no points and is not a finding about the firm, so a firm reviewed more fully can show a higher number for that reason alone. That is why the count of unchecked factors is always shown beside the number.

Methodology v1.0Read the methodologyReport an update by email to info@estateplan.now

  • License Checked

Pricing, in context.

Published price
Price not listed

Ask the firm about scope and fees.

How to get started.

Begin with: Call the helpline. The program runs an intake screening, then sends the client two questionnaires to gather information for the documents.

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.

Source record for Charlotte Center for Legal Advocacy
FieldWhat we showSourceObservedChecked
Experience Score: Pricing transparencyNot found — No estate-planning price published (checked firm by firm)No source — shown as unknown——
Experience Score: Start onlineObserved — A contact formcharlottelegaladvocacy.org/contact-us (opens in a new tab)Sep 26, 2026Sep 26, 2026
Experience Score: Remote meetingsCouldn’t check — No statement about remote meetings has been recorded.No source — shown as unknown——
Experience Score: Flexible signingCouldn’t check — No statement about remote signing or online notarization has been recorded.No source — shown as unknown——
Experience Score: Family AccessCouldn’t check — The Family Access checklist has not been reviewed for this firm.No source — shown as unknown——
Firm and locationCharlotte Center for Legal Advocacy, Charlotte, NCcharlottelegaladvocacy.org/contact-us (opens in a new tab)Sep 26, 2026Sep 26, 2026
Person namedSoreé Finley, Senior Attorney and Program Directorcharlottelegaladvocacy.org/our-team (opens in a new tab)Sep 26, 2026Sep 26, 2026
Person namedArthur Bartlett, Senior Attorneycharlottelegaladvocacy.org/our-team (opens in a new tab)Sep 26, 2026Sep 26, 2026
Person namedMarcus Hulbert, Attorneycharlottelegaladvocacy.org/our-team (opens in a new tab)Sep 26, 2026Sep 26, 2026
Person namedCourtney Viebrock, Managing Attorneycharlottelegaladvocacy.org/our-team (opens in a new tab)Sep 26, 2026Sep 26, 2026
ServiceEstate planningcharlottelegaladvocacy.org/what-we-do/simple-estate-planning (opens in a new tab)Sep 26, 2026Sep 26, 2026
ServiceIncapacity planningcharlottelegaladvocacy.org/get-involved/wills-simple-estate-planning (opens in a new tab)Sep 26, 2026Sep 26, 2026
Published pricePrice not listedNo source — shown as unknown——
How to beginCall the helpline (Contact firm)charlottelegaladvocacy.org/contact-us (opens in a new tab)Sep 26, 2026Sep 26, 2026
What happens nextAs described by the firmcharlottelegaladvocacy.org/get-involved/wills-simple-estate-planning (opens in a new tab)Sep 26, 2026Sep 26, 2026
License checkSoreé Finley: verified (North Carolina State Bar)portal.ncbar.gov/verification/search.aspx (opens in a new tab)Sep 26, 2026Sep 26, 2026
License checkArthur Bartlett: verified (North Carolina State Bar)portal.ncbar.gov/verification/search.aspx (opens in a new tab)Sep 26, 2026Sep 26, 2026
License checkMarcus Hulbert: verified (North Carolina State Bar)portal.ncbar.gov/verification/search.aspx (opens in a new tab)Sep 26, 2026Sep 26, 2026
License checkCourtney Viebrock: verified (North Carolina State Bar)portal.ncbar.gov/verification/search.aspx (opens in a new tab)Sep 26, 2026Sep 26, 2026
Service areaMecklenburg County, NC (residents aged 60 and older)charlottelegaladvocacy.org/what-we-do/simple-estate-planning (opens in a new tab)Sep 26, 2026Sep 26, 2026
Phone(704) 376-1600charlottelegaladvocacy.org/contact-us (opens in a new tab)Sep 26, 2026Sep 26, 2026
PhotoNot shownNo suitable photo found on the firm’s website——
Attorney photoSoreé Finleycharlottelegaladvocacy.org/our-team/get-to-know-soree-finley (opens in a new tab)Sep 27, 2026Checked Sep 27, 2026

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