Stewart Law, P.A.

What Stewart Law, P.A. does

Stewart Law, P.A. is a privately held boutique law firm founded in 1995 by Todd A. Stewart and headquartered at 909 East Boulevard in the Dilworth neighborhood of Charlotte, North Carolina. The firm concentrates on four integrated practice areas: estate planning (wills, trusts, powers of attorney, and tax-aware planning), estate administration and probate (executorship guidance through North Carolina probate), trust administration (fiduciary counsel for trustees), and succession planning (ownership and management transitions for closely-held businesses). Practice is intentionally limited to approximately 75 families, the majority of whom are high-net-worth individuals, business owners whose companies represent a meaningful share of personal wealth, trustees, and surviving family members across the Carolinas.

The firm is led by founding partner Todd A. Stewart, a North Carolina Board Certified Specialist in Estate Planning and Probate Law and licensed CPA, working alongside partner John J. Long, Jr. Todd Stewart's practice mix is reported at 80% trusts and estates and 20% corporate and transactional work; Long's practice splits evenly between the two. No technology platform, software product, or proprietary automation tooling is associated with the firm; the offering is human-delivered professional services. There is no indication of third-party venture or private equity ownership, no parent company, no subsidiaries, and no public listing.

The firm operates a traditional consultative go-to-market: initial consultations are framed as a conversation rather than a sales pitch, with engagements billed on a professional services basis at individually quoted prices (not publicly disclosed). Marketing channels are limited to organic content (an insights/blog section authored by firm attorneys), search engine visibility for Charlotte-area estate planning queries, and a referral network built through CPAs, financial advisors, and participation in executive peer groups such as Vistage and Strategic Coach. Award and recognition signal a regional, peer-reviewed positioning rather than a national or platform-driven one.

Name

Stewart Law, P.A.

Legal name

Stewart Law, P.A.

Website

https://tstewartlaw.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Boutique Charlotte, North Carolina law firm founded in 1995 that delivers estate planning, trust administration, probate, and business succession services to roughly 75 high-net-worth families and business owners across the Carolinas.

Ownership category

akta.pro rank

Product category

Estate Planning and Probate Law Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate & Probate Administration Services (FSAEAKAD)

Keywords

• Estate planning law
• Trust administration services
• Probate legal services
• Business succession planning
• Estate tax planning

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Legal Services - Estate Planning: Professional legal services for estate planning including wills, trusts, powers of attorney, and tax-aware planning. Billed through consultations, document drafting, and ongoing advisory relationships.
2. Legal Services - Estate Administration & Probate: Guidance for executors and families through North Carolina probate, including filings, accountings, asset transfers, and final distributions.
3. Legal Services - Trust Administration: Ongoing counsel for trustees including fiduciary duties, distributions, accountings, beneficiary communications, and trust modifications.
4. Legal Services - Succession Planning: Business succession planning for owners passing companies to family, partners, or next chapter, including buy-sell agreements and multi-year roadmaps.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Stewart Law, P.A. is a boutique law firm that provides estate planning, trust administration, probate guidance, and business succession planning services to high-net-worth individuals, families, trustees, executors, and business owners across Charlotte and the Carolinas. Services include drafting wills, trusts, and powers of attorney; guiding executors through North Carolina probate; advising trustees on fiduciary duties; and coordinating business ownership transitions for closely-held companies. The firm deliberately limits its practice to approximately 75 families to deliver highly personalized, tax-aware legal counsel.

Product overview

Stewart Law, P.A. is a boutique law firm offering four integrated legal service areas: Estate Planning (wills, trusts, powers of attorney, and tax-aware planning), Estate Administration & Probate (guidance through North Carolina probate proceedings), Trust Administration (fiduciary counsel for trustees), and Succession Planning (business transition planning). These services are designed to work together, with the estate plan, business succession, and family governance all coordinated as a unified planning approach rather than isolated transactions.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Regional players

• Robinson Bradshaw & Hinson, P.A. Charlotte-based law firm with an established Trust and Estate practice advising HNW families on estate planning, trust administration, and business succession. Competes with Stewart Law for the same Charlotte HNW and business owner client base, but as part of a larger full-service firm.
• Poyner Spruill LLP: North Carolina-based law firm with a dedicated Estate Planning and Fiduciary Services practice serving individuals, families, and business owners. Comparable to Stewart Law in focus and NC regional positioning, though larger and with multiple offices.
• Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan, L.L.P. Raleigh-based North Carolina law firm with a recognized Estate Planning and Trusts practice serving business owners and families. Comparable to Stewart Law as a NC-based competitor for HNW estate, trust, and succession work, though based in the Triangle rather than Charlotte.
• Wyrick Robbins Yates & Ponton LLP: Raleigh-based North Carolina law firm with an Estates and Trusts practice advising business owners, families, and HNW individuals. Comparable to Stewart Law in serving Carolinas-based clients with integrated estate and succession planning needs.
• Moore & Van Allen PLLC: Charlotte-headquartered full-service law firm with a significant Wealth and Estate Planning practice serving HNW individuals and business owners. Comparable to Stewart Law in the Carolinas market for estate planning clients, but operates at much larger scale across multiple practice areas.
• Howard, Stallings, From & Hutson, PLLC: Raleigh-based North Carolina law firm with a longstanding Trust and Estate practice, including Board Certified Specialists in Estate Planning and Probate Law. Comparable to Stewart Law as a NC boutique-style trust and estate competitor serving HNW families and business owners.

Broad incumbents

• McGuireWoods LLP: National law firm with a robust Private Wealth Services group handling estate planning, trust administration, and business succession. Competes for sophisticated HNW estate planning mandates and has a strong Charlotte presence, but operates as a broad full-service firm.
• Bessemer Trust: National wealth and estate planning firm serving ultra-HNW families with integrated investment management and trust services. Comparable in serving HNW clients with estate planning needs, though its model combines legal planning with proprietary investment and trust company services at much larger scale.
• Alston & Bird LLP: Large national law firm with a substantial Private Clients and Estate Planning practice, including a Charlotte office. Competes for sophisticated HNW estate and succession planning mandates but serves a much broader corporate and institutional client base.
• Womble Bond Dickinson (US) LLP: Major transatlantic law firm headquartered in Charlotte with a Trust and Estate practice serving HNW individuals and family enterprises. Competes with Stewart Law for Carolinas-based HNW clients but offers a far broader platform of corporate, litigation, and regulatory services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/stewart-law-pa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stewart Law, P.A.