Estate planningCharlotte, North Carolina
Lutzel, Broadway & Associates
2 attorney licenses verified · North Carolina (North Carolina State Bar) · checked Sep 26, 2026
Remote or in person
Help with what matters.
Law firm with offices in Charlotte (Ballantyne) and Lake Norman (Mooresville), NC, and Pawleys Island, SC, that concentrates on estate planning (wills and trusts), business law, real property law and asset protection planning. Its estate planning work includes wills, revocable trusts, powers of attorney and living wills.
Who you may work with.
- Richard J. LutzelPartner
- Tina BroadwayPartner
Named as listed on the firm’s website.
License verification.
- VerifiedRichard J. LutzelNorth Carolina State Bar · North Carolina · No. 24872 · Active
- VerifiedTina BroadwayNorth Carolina State Bar · North Carolina · No. 21237 · Active
Checked on the licensing authority’s public lookup on the date shown.
Experience Score.
18EstatePlan.now Experience Score for Lutzel, Broadway & Associates18 of 100 · 2 factors unknownHow 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 / 300 / 30No estate-planning price published (checked firm by firm)
- Start online / 253 / 25A contact form · Source: lutzelbroadway.com/practice/estate-planning · checked Sep 26, 2026
- Remote meetings / 1515 / 15The firm says it meets clients by video or phone · Source: lutzelbroadway.com/practice/estate-planning · checked Sep 26, 2026
- Flexible signing / 15UnknownNo statement about remote signing or online notarization has been recorded.
- Family Access / 15UnknownThe Family Access checklist has not been reviewed for this firm.
Unknown means not recorded or not checked. It never counts against the firm.
Methodology v1.0Read the methodologyReport an update by email to info@estateplan.now
- Remote Meetings
- License Checked
Pricing, in context.
- Published price
- Price not listed
Ask the firm about scope and fees.
How to get started.
Meetings: Remote or in person, as stated on lutzelbroadway.com/practice/estate-planning (opens in a new tab).
Begin with: Contact the firm to arrange a free consultation. A first meeting, in person or over Zoom, to discuss wills, trusts and your goals.
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 | Not found — No estate-planning price published (checked firm by firm) | No source — shown as unknown | — | — |
| Experience Score: Start online | Observed — A contact form | lutzelbroadway.com/practice/estate-planning (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 | lutzelbroadway.com/practice/estate-planning (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Experience Score: Flexible signing | Couldn’t check — No statement about remote signing or online notarization has been recorded. | No source — shown as unknown | — | — |
| Experience Score: Family Access | Couldn’t check — The Family Access checklist has not been reviewed for this firm. | No source — shown as unknown | — | — |
| Firm and location | Lutzel, Broadway & Associates, Charlotte, NC | lutzelbroadway.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Person named | Richard J. Lutzel, Partner | lutzelbroadway.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Person named | Tina Broadway, Partner | lutzelbroadway.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Service | Estate planning | lutzelbroadway.com/practice/estate-planning (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Service | Wills & trusts | lutzelbroadway.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Service | Incapacity planning | lutzelbroadway.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Published price | Price not listed | No source — shown as unknown | — | — |
| How to begin | Contact the firm to arrange a free consultation (Contact firm) | lutzelbroadway.com/practice/estate-planning (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| What happens next | As described by the firm | lutzelbroadway.com/practice/estate-planning (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| License check | Richard J. Lutzel: verified (North Carolina State Bar) | portal.ncbar.gov/verification/search.aspx (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| License check | Tina Broadway: verified (North Carolina State Bar) | portal.ncbar.gov/verification/search.aspx (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Meetings | Remote or in person | lutzelbroadway.com/practice/estate-planning (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Service area | Charlotte (Ballantyne) and Lake Norman (Mooresville), NC; Pawleys Island, SC | lutzelbroadway.com/about (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Phone | (704) 540-0103 | lutzelbroadway.com (opens in a new tab) | Sep 26, 2026 | Sep 26, 2026 |
| Photo | Not shown | No suitable photo found on the firm’s website | — | — |
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