Steven L. Lundberg

Steven L. Lundberg

5.0
Rating: 8.0

Licensed for 11 years

Estate planning Lawyer at Cary, NC
Practice Areas: Estate Planning, Tax

1155 Kildaire Farm Road, Suite 204, Cary, NC

About Steven

Biography

Practice Areas

2

Practice Areas

Estate Planning 70%

Estate planning typically encompasses the creation of essential legal documents such as wills, trusts, and powers of attorney. These instruments work together to form a comprehensive strategy for managing and distributing assets.

70%
Tax 30%

Tax Planning and Tax Advisory Services.

30%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in North Carolina for 9 years

State: North Carolina

Acquired: 2016

Active

No misconduct found

Licensed in California for 11 years

State: California

Acquired: 2014

Active

No misconduct found

Location

Compass Estate and Tax Planning

1155 Kildaire Farm Road, Suite 204, Cary, NC, 27511

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Steven L. Lundberg's Reviews

Avvo Review Score

5.0 /5.0

2 Client Reviews

5 star (2)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Susan | November 3, 2025 | Hired Attorney

This review is from a person who hired this attorney.

Estate Planning

Reaching out to Steve for legal assistance was so helpful. He was calm and reassuring. His knowledge of estate law, state laws, and regulations helped guide me through many difficult decisions. He was kind, comforting, and very knowledgeable. Working with him was one of the best decisions I’ve made. ...Steve took the time to listen and understand my family situation. He explained everything clearly and easily. His understanding of state and federal laws, trusts, and wills was exemplary. It was clear that he cared about helping me make the best decisions for my loved ones. What stood out most was the combination of professionalism and compassion. Every question was answered thoughtfully, and I always felt like I was in good hands. By the end of our conversations, I had a huge sense of relief knowing that the situation was in order. I’m so grateful for Steve’s kindness, patience, and expertise. If you’re looking for someone who will treat you like more than just another client, someone who truly cares, I highly recommend Compass Estate and Tax Planning.

Posted by Sean | April 6, 2015

Great experience!

Steven went above and beyond answering all my questions and putting fears to rest. It's hard enough going through a family loss then having to deal with attorneys doesn't make you smile. Steven made it a nice experience in a difficult time. He's going to be handing all my family's trusts. I have t...o give a huge thank you to him.

See All Client Reviews

Steven L. Lundberg's Lawyer Endorsements

Endorse Steven
Emil Davtyan headshot
Emil Davtyan

Employment and labor lawyer | Nov 03

Relationship: Fellow lawyer in community

"I have known Steven for a number of years. His professionalism and legal perspective is unmatched. He characterizes the young, passionate legal advocate any client would be lucky to hire for any legal issue. Steven's maturity and experience sets him apart from the many lawyers in the legal community."

Jason C Hunter headshot
Jason Hunter

Estate planning lawyer | Aug 18

Relationship: Worked together on matter

"I have appreciated the opportunity to get to know Steve over a few months as we've collaborated on a project. He is a personable, professional, and knowledgable lawyer. I endorse Steve."

Mark R. Gilfix headshot
Mark Gilfix

Estate planning lawyer | Jun 11

Relationship: Fellow lawyer in community

"Steven is intelligent, responsive, and easy to work with. He is also a great communicator, and cares about his clients. I recommend him."

Andrew Robert Brody headshot
Andrew Brody

Probate lawyer | May 12

Relationship: Fellow lawyer in community

"Mr. Lundberg is an honest and skilled attorney who is capable of handling complex legal matters. He has significant knowledge and experience in probate matters and truly cares about his clients."

Mark F. Sullivan headshot
Mark Sullivan

Probate lawyer | May 08

Relationship: Worked together on matter

"I have been working closely with (and mentoring) Mr. Lundberg on a number of matters, including several contentious probate matters involving uncertain and evolving areas of the law. He is a very diligent and thorough young lawyer with the highest ethics."

Thomas Daniel Johns headshot
Thomas Johns

Estate planning lawyer | May 08

Relationship: Worked together on matter

"I have worked with Mr. Lundberg on numerous matters. He is extremely professional and well versed in many areas the law. His superior work product demonstrates the fact that he always works extremely hard for his clients. I happily send my friends and family to him for their legal needs."

Javier Ramirez headshot
Javier Ramirez

Estate planning lawyer | Apr 02

Relationship: Worked together on matter

"Mr. Lundberg's lack of experience is eclipsed by the qualities that make him a worthy attorney. He is knowledgeable, hard working, and an admirable person. I endorse this attorney without reservation."

Annette Laake Mann headshot
Annette Mann

Estate planning lawyer | Mar 31

Relationship: Co-worker

"I worked with Steven right after he passed the bar. I was able to see him at work in the office, and in front of a judge at court. He is very professional and has a tremendous grasp of the law. I understand that he served in the United States Air Force and then was an estate planning and civil litigation paralegal supporting his family while going to law school. This says a lot to me about his depth of knowledge and his depth of character. Steven is smart, patient, caring, and responsive to his clients. He listens. His documents are flawless, and his advocacy is ardent. I highly endorse this lawyer."

Limor Mojdehiazad headshot
Limor Mojdehiazad

Estate planning lawyer | Mar 25

Relationship: Co-worker

"I endorse this lawyer. Steven is one of the brightest and most professional attorneys in the field. He is knowledgeable, genuine and patient. Steven ensures his clients walk away with a firm understanding of the estate planning process and answers all of their questions. Thankful to have had the opportunity to work in the same office."

Joy Wren Kraft Miles headshot
Joy Miles

Estate planning lawyer | Mar 25

Relationship: Worked together on matter

"With unwavering loyalty and uncompromising integrity, Steve offers dedication to excellence and an eye for detail like no other."

Dan Babak Yakobian headshot
Dan Yakobian

Estate planning lawyer | Mar 17

Relationship: Fellow lawyer in community

"Steven is a bright attorney and a very nice person. I attended law school with him and he always has something intelligent to say. I highly endorse this lawyer."

View All Endorsements
Emil Davtyan headshot
Emil Davtyan

Employment and labor lawyer

John W. Lish headshot
John Lish

Estate planning lawyer

Jason C Hunter headshot
Jason Hunter

Estate planning lawyer

Mark R. Gilfix headshot
Mark Gilfix

Estate planning lawyer

Andrew Robert Brody headshot
Andrew Brody

Probate lawyer

Thomas Daniel Johns headshot
Thomas Johns

Estate planning lawyer

Dan Babak Yakobian headshot
Dan Yakobian

Personal injury lawyer

Joy Wren Kraft Miles headshot
Joy Miles

Family lawyer

Experience

Rating:  8.0 (Excellent)

Honors

2014

Judge Barry Russel Award, The Federal Bar Association Los Angeles Chapter

2013

The Williston - Lord Award, Delta Theta Phi

2013

Excellence for the Future Award for Wills and Trusts, CALI

2013

Excellence for the Future Award for Interviewing & Negotiations, CALI

2013

Excellence for the Future Award for Bankruptcy, CALI

2013

Excellence for the Future Award for Remedies, CALI

2013

Witkin Award for Academic Excellence Business Associations, Witkin Legal Institute

2012

Excellence for the Future Award for Federal Income Tax, CALI

2012

Witkin Award for Academic Excellence for Federal Income Tax, Witkin Legal Institute

2010

Wildman/Schumacher Scholarship, Southwestern Law School

Work Experience

2021 - Present

Estate Planning Attorney, Cary Estate Planning

2017 - 2021

Attorney Advisor, Social Security Administration

2016 - 2017

Associate, Sessoms & Rogers, PA

2014 - 2016

Partner, Sullivan, Johns & Lundberg LLP

2014 - 2014

Attorney, Law Offices Of Marcia L. Kraft

2011 - 2013

Law Clerk, BP Law Group, L.L.P.

2009 - 2010

Law Clerk, Stakerlaw

2007 - 2009

Paralegal, Mann Bracken, LLP

Associations

2012 - Present

Delta Theta Phi, Law Fraternity

Member

2014 - 2015

San Fernando Valley Bar Association

Member

2014 - 2015

American Bar Association

Member

Education

2013

Southwestern Univ SOL

JD - Juris Doctor

2008

Kaplan University

BS - Bachelor of Science

2006

Community College of the Air Force

Associate

Speaking Engagements

2015

Difference between a Trust and a Will, and why a Trust may be a better vehicle to protect your family.

Estate Planning

Languages

English

Avvo Rating

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