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Charla McNally Burchett

Probate Attorney at Sarasota, FL

5.0   12 reviews
  • State Years
    Florida - FL 34 years
    Kentucky - KY 35 years
  • Licensed for 34 years
    State FL
    Acquired 1989
    Status
    Member in Good Standing No misconduct found
  • Licensed for 35 years
    State KY
    Acquired 1987
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Charla

Learn Charla’s areas of practice.

4
Practice areas
  1. Probate
    50%
    Probate & Trust Administration

    36 years

  2. Estate planning
    35%
    I am board certified in Wills, Trusts and Estates by the Florida Bar. Estate Planning includes the drafting of Wills, Trusts, Powers of Attorney, Living Wills, and Health Care Surrogate Designations The balance of my practice includes Probate Administration and Trust Administration.

    36 years

  3. Wills and living wills
    10%

  4. Power of attorney
    5%

For over 30 years, I have drafted wills and trusts and administered estates and trusts in the Sarasota area. In 2001, I opened my own law office with a team of three employees.  After running my own office for over 13 years, I merged my firm into Shutts & Bowen LLP, a firm with eight offices throughout the state.  However, my office in Sarasota is a small office with seven attorneys.  Each person in my Trusts and Estates Department at Shutts believes it is our mission to guide clients through challenging decisions and difficult times to preserve their legacies across generations. My team is dedicated to providing outstanding service to our clients.

We know that each client is more than just a name on a file folder. Our clients are individuals and families facing unique challenges and sometimes difficult decisions or situations. We understand. We guide our clients with compassion, understanding, and a true commitment to the highest professional standards and ethics. We strive to “go the extra mile” on behalf of our clients. This environment allows clients to feel at ease and comfortable in their decision to work with our team.

Of the more than 106,000 attorneys in Florida, I am one of only 342 in the state of Florida and one of only 28 in the Sarasota and Manatee Counties who have been certified by the Florida Bar as a Specialist in Wills, Trusts, and Estates. Board certification recognizes an attorney’s special knowledge, skills and proficiency in various areas of law and professionalism and ethics in practice. Certification is the highest level of evaluation by The Florida Bar of the competency and experience of an attorney.

 

Contact Charla

Similar lawyers nearby

Shutts & Bowen LLP
1858 Ringling Blvd, Suite 300
Sarasota, FL, 34236

Reviews

5.0 / 5.0
  12 customer reviews
5 Star
 
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Posted by Steve | October 17, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Awesome Professional!
I want everyone to know Charla is AWESOME. Charla Burchett is a board -certified wills trust estates attorney that helped me and my wife with our will . estate planning and end of life arrangements. She is well versed, of course, but her ability to keep the conversations we needed to have understandable was outstanding as we went through the documents, turning "Legalese" into English. Like all legal matters, wording and thoroughness matters and there are serious ramifications if you do not do this right... where your estate goes, end-of -life issues, trust funds, etc. are complicated and very specific, and should only be trusted to the best -- like Charla - and for God's-sake never do this on your own even if you bought a form or use an on-line site that says they can handle it! (She has shared some awful stories with me about how poorly those DIY things can work out) Charla is pretty accessible as well, and has kept us in the loop over the years about new laws and need for changes as it pertains to us. Also- I don't need this yet - she reminds me that when my kids turn 18, I will need additional documents so that we can step in in the event of serious accidents or tragedy to make decisions that are best for them. If you are reading this....You should do that too! Thanks Charla B.
Read less
Posted by anonymous | October 14, 2020
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Charla is Outstanding!
Charla is the only attorney to contact regarding Probate, Estate Planning and Wills. She is outstanding, professional and makes sure every aspect of your Estate Planning is up to date. I cannot imagine working with anyone else.
Posted by David | February 6, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Very thorough and professional
I have known Charla for over three years. When it came time for my wife and I to have our estate planning documents updated there was no question we were going to have Charla prepare them. She is professional in her approach, and very thorough in her attention to details. She raised issues that we never contemplated, but it gave us a real sense of security knowing that should anything happen to us, our family and our estate would be well taken care of. I highly recommend Charla for any and all estate planning needs!
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Posted by John | January 29, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Best in Town
I have known Charla professionally for many years. She has always taken fantastic care of my clients and family members. Over the past 3 years I've had some significant life changes getting married and having two young boys. Charla has been a wealth of knowledge and makes the process very easy and comfortable.
Posted by anonymous | January 28, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Estate Attorney
Charla has been our Estate Attorney for 16 years. She reviews our documents when necessary and has prepared additional documents for family members. Her communication skills are excellent and allow her to explain complex issues in a simple manner. I never hesitate to refer Charla.
Posted by Gayle | January 27, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Charla Burchett is amazing!
Charla Burchett should be the first call you make for your Estate Planning needs. She is emphatic, understands all aspects of the law, and is able to clearly explain it to her clients. I cannot imagine working with anyone else for our estate planning needs.
Posted by Brett | January 27, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Professional and easy to work with
Charla has helped our family clarify a few things regarding our estate planning. Every time we interact it's a pleasant and professional experience without any of the intimidating lawyer-ish attitude. Thanks Charla!
Posted by Danny | February 6, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional Lawyer
My wife and I hired Charla to do our will and trust. She made us feel so comfortable from the very first moment we walked into her office. We asked many questions and not once did she make us feel uneasy or as if we were burdening her. She took as much time with us as we needed and answered every question very professionally yet in laymans terms so we could understand the process. Ours was quite unusual due to various family issues and she never judged us or tried to make us do something that we weren't comfortable doing. Charla and her staff are top notch which in this day and age is a rare trait. We cannot recommend her enough. If you have any doubts about who the right lawyer is for you and your loved ones, look no further.
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Posted by Chris | August 8, 2012
Very professional experience
I found Charla extremly knowledgeable and considerate of every detail. Charla did estate planning that included : my Mother's estate, my personal estate as well as business continuation. Charla was extremely professional in guiding and explaining the process and getting to know me the client. I trust Charla. I am confident in her work, and know my plans will be executed properly.
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Posted by Paulette | May 23, 2012
Charla made, what I thought to be a complicated issue, easy to understand and implement.
My husband and my wills were drawn up when we first moved to Florida in 1994. As most people do, we put off updating our Wills. I was at a meeting and heard Charla Burchett speak about the changes in the laws in the State of Florida and privacy issues that really concerned me. I called the attorney who had drawn up our wills when we came to Florida and he said that it would not have any effect on us and not to be concerned. My husband and I discussed what changes had happened in our lives since 1994, one being a grandson, and we decided to take Charla up on her consultation offer. She put us at ease and I have recommended Charla to friends, family and clients. Thank you Charla for all your advice.
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Posted by anonymous | April 26, 2012
Most trusted attorney in town!!
It is very difficult to think of what will happen to my family after I'm gone. Even more difficult is to sit down and plan out my affairs. Mrs. Burchett made this most difficult conversation very gentle and easy to understand. She even encouraged me to consider things I hadn't thought of. Her many years of exerperince clearly pays off when it comes to wills, trusts and estate planning. I highly recommend her and I thank her for handling my affairs with such care and concern. As far as I'm concerned she's the most trusted attorney in town!!
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Posted by Christine | April 26, 2012
Mrs. Burchett is a caring attorney...
Charla truly cares about her clients. She took the time to listen to my needs and answer every question no matter how many times I asked.
View less reviews

Cost

Rates
  • Retainer Sometimes
Payment methods
Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Partner
  • Shutts & Bowen LLP
  • 2014 - Present
  • Partner
  • Charla M. Burchett, PLC
  • 2001 - 2014
  • Partner
  • Lee & Burchett, PA
  • 1997 - 2001
  • Partner
  • Fergeson, Skipper, et. al.
  • 1989 - 1997
View all work experience

Education

  • University of Miami School of Law
  • LLM in Estate Planning
  • 1989
  • Louis D. Brandeis School of Law at the University of Louisville
  • Juris Doctor
  • 1987
  • University of Kentucky
  • Bachelor of Arts
  • 1984

Associations

  • Sarasota Tiger Bay Club
  • Board Member
  • 2020 - Present
  • Impact100 SRQ
  • Founding Member
  • 2019 - Present
  • The Pines Foundation
  • Board Member
  • 2018 - Present
  • Sarasota County Bar Association
  • Member
  • 1989 - Present
  • The Florida Bar
  • Member
  • 1989 - Present
  • Kentucky Bar Association
  • Member
  • 1987 - Present
  • The Pines Foundation
  • Chair
  • 2021 - 2021
  • Impact100 SRQ
  • Arts & Culture Focus Area Committee Member
  • 2020 - 2020
  • The Pines Foundation
  • First Vice Chair
  • 2020 - 2020
  • Impact100 SRQ
  • Education Focus Area Committee Member
  • 2019 - 2019
  • The Pines Foundation
  • Secretary
  • 2019 - 2019
  • Community Foundation of Sarasota County
  • Chair
  • 2010 - 2011
  • Community Foundation of Sarasota County
  • 1st Vice Chair
  • 2008 - 2010
  • Community Foundation of Sarasota County
  • Chair of Grants and Program Services
  • 2005 - 2010
  • Sarasota County Bar Association Solo Section
  • Chair
  • 2004 - 2005
  • Community Foundation of Sarasota County
  • Chair of Charitable Planning
  • 2003 - 2008
  • Community Foundation of Sarasota County
  • Board of Directors
  • 2003 - 2012
  • Southwest Florida Estate Planning Council
  • Chair
  • 1999 - 2000
  • Gulf Coast Chapter of the Florida State Guardianship Association
  • President
  • 1996 - 1997
  • Gulf Coast Chapter of the Florida State Guardianship Association
  • Founding Member
  • 1996 - 2011
  • Florida State Guardianship Association
  • Member
  • 1996 - 2011
  • Sarasota County Bar Association, Estate Planning & Probate Section
  • Chair
  • 1994 - 1995
  • Southwest Florida Estate Planning Council
  • Member, Former Chair
  • 1989 - 2011
View all associations

Languages Spoken

  • English

Honors and Awards

  • Super Lawyer
  • Super Lawyers
  • 2020
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell®
  • 2020
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell®
  • 2019
  • Super Lawyer
  • Super Lawyers
  • 2019
  • Super Lawyer
  • Super Lawyers
  • 2018
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2018
  • Super Lawyer
  • Super Lawyers
  • 2017
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2017
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2016
  • Super Lawyer
  • SuperLawyers
  • 2016
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2015
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2014
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2013
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2012
  • Who's Who in America 66th Edition
  • Marquis Who's Who in American Law
  • 2012
  • 5 Star Wealth Manager Award
  • Sarasota Magazine
  • 2011
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2011
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2010
  • 5 Star Wealth Manager
  • Sarasota Magazine
  • 2009
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2009
  • 5 Star Wealth Manager
  • Sarasota Magazine
  • 2008
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2008
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2007
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2006
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2005
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2004
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2003
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2002
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2001
View all awards

Speaking Engagements

  • Home Owners' Meeting
  • Update on Estate Planning Issues
  • 2011

Attorney endorsements

Received (4)
Given (5)
Endorse Charla
Estate planning Attorney | Jan 29
Relationship: Fellow lawyer in community
"I highly endorse this lawyer. Charla is an outstanding attorney with a great reputation in our legal community. I recommend clients to her because: 1) I know she is highly knowledgeable in her field, and 2) her reputation for making her clients feel comfortable with what can be a difficult subject for most people to think about let alone plan for."
Estate planning Attorney | Jul 14
Relationship: Fellow lawyer in community
"I highly endorse this lawyer. Charla has the highest of ethics and legal skills. She is very well respected in our community."
Estate planning Attorney | Nov 06
Relationship: Fellow lawyer in community
"I endorse this lawyer. Charla is one of the most knowledgeable attorneys in the area of elder law and estate planning. She is caring for her clients and attentive to their needs."
Estate planning Attorney | Jul 17
Relationship: Fellow lawyer in community
"I highly endorse this lawyer and her skills in the area of estate planning. This is well respected in our community."
Medicaid and medicare
Estate planning
Guardianship

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Sarasota Probate Lawyer Charla McNally Burchett
Charla McNally Burchett
Probate Attorney
Sarasota, FL
Licensed for 35 years