David Mohrmann
Carolina Legacy
Areas of Focus:
Licensed States: North Carolina
What to expect from David Mohrmann
About David Mohrmann
David Mohrmann’s estate planning practice focuses on helping families enhance their lives today and secure their future. David is a strategist who loves to help solve problems while also genuinely interested in people. This uncommon combination allows David to analyze the many layers of your life and understand your goals and priorities for the future. David will guide you through the often confusing maze of financial and legal decisions to create a plan that accomplishes your goals and protects you and your loved ones.
As I have personally experienced the good, the bad, and the ugly (mostly bad and ugly) sides of estate planning, I truly feel called to educate as many families as possible on the best method to protect themselves. We are proactive, thoughtful, and thorough when examining all the potential risks you face. David is known for asking his clients questions they didn’t even know existed, which results in them deciding what is best for their family – an estate planning attorney’s ultimate reward.
His considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples, same-sex couples, blended families, and divorced individuals. Whether you are married or single, a traditional family or a blended one, just starting or looking back on a life well-lived, David will help you customize a plan that achieves your goals for you and your loved ones. A legacy that is worthy of a crown.
David earned his Juris Doctor and undergrad degrees from Loyola University. He is a member of the North Carolina State Bar, the North Carolina, and Mecklenburg Bar Associations. David is originally from New Orleans, Louisiana, but North Carolina has been his home since 2016.
The Personal Family Lawyer Promise
What makes PFL lawyers different?
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.
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.
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.
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.
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.
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.
Contact David Mohrmann
Complete the form below to reach out and schedule your 15-minute initial consultation.
