Stacy Reid Monroe is a seasoned trusts and estates attorney with almost two decades of paralegal experience working in estate settlement at well-respected law firms. Her principal areas of practice are estate planning and estate administration. Stacy understands how a succinct estate plan translates into a streamlined estate administration and tasks that fiduciaries face when serving as an Executor and Trustee in North and South Carolina. You can count on Stacy to listen to your goals, thoughtfully advise and craft estate planning documents that meet your objectives and resolve any issue that arises in estate administration.
AREAS
EDUCATION
- Charlotte School of Law (JD, 2013)
- Converse College (BA, 1995)
ADMISSIONS
- North Carolina
- South Carolina
REPRESENTATIVE EXPERIENCE
- Prepares simple and pour-over wills, revocable and irrevocable trust agreements, general and health care powers of attorney and living wills for clients in all phases of life.
- Prepares various court filings throughout the estate administration until fiduciary is discharged of duties to serve.
- Prepares estate tax returns for both taxable and portability purposes and gift tax returns.
- Prepares corporate formation and organizational documents and annual reports.
HONORS AND AWARDS
- Super Lawyers® North Carolina - Rising Star - Estate & Probate (2023)
- The Best Lawyers in America© - Ones to Watch: Trusts & Estates Law (2023-2025), Nonprofit/Charities Law (2024, 2025), Family Law (2024, 2025)
- Southern Regional BLSA Journal, Editor-in-Chief and Senior Editor, Charlotte School of Law
- CALI Award (highest grade) - Advanced Writing Course, Charlotte School of Law
- Mortar Board National Honor Society, Converse College
- Spirit of Converse Award, Converse College
- Lambda Epsilon Chi National Honor Society, King’s College
- West Publishing Award for Outstanding Scholastic Achievement, King’s College
PROFESSIONAL AFFILIATIONS
COMMUNITY INVOLVEMENT
- Antonelli College, Online Paralegal Program, Paralegal Advisory Board (2013-2018)