Katie Marie Charleston

Katie Marie Charleston

5.0
Rating: 9.2

Licensed for 18 years

Litigation Lawyer at Carmel, IN
Practice Areas: Litigation, Business, Estate Planning ... +2 more

1905 S. New Market Street, Suite 169, Carmel, IN

About Katie

Biography

Practice Areas

5

Practice Areas

Business 20%

Business start-up, maintenance and acquisitions. Business succession planning.

20%
Estate Planning 20%

Wills, Living Wills, Trusts, Powers of Attorney, Healthcare Directives, Asset Protection Planning, Planning for Minors

20%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Florida for 5 years

State: Florida

Acquired: 2020

Member in Good Standing

No misconduct found

Licensed in Indiana for 7 years

State: Indiana

Acquired: 2018

Active in Good Standing

No misconduct found

Licensed in Texas for 8 years

State: Texas

Acquired: 2017

Eligible to Practice in Texas

No misconduct found

Licensed in Nevada for 8 years

State: Nevada

Acquired: 2017

Active

No misconduct found

Licensed in California for 18 years

State: California

Acquired: 2007

Active

No misconduct found

Location

Katie Charleston Law, PC

1905 S. New Market Street, Suite 169, Carmel, IN, 46032

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Katie Marie Charleston's Reviews

Avvo Review Score

5.0 /5.0

5 Client Reviews

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

Posted by Kathy | May 20, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Highly Recommend Katie Charleston

Katie was so thorough and answered any questions I had, and explained them to me in detail, and was so supportive the whole process through.

Posted by anonymous | February 9, 2018 | Hired Attorney

This review is from a person who hired this attorney.

Estate planning

We hired Katie to help us with all of our estate planning needs. She was very helpful and professional. She was also quite flexible and came to our home for each meeting. She remains easy to reach and communicate with via email and/or telephone. I am certain we will continue to enjoy working with her... as we modify our estate plan in the years to come.

Posted by Jeannine | February 6, 2018 | Hired Attorney

This review is from a person who hired this attorney.

Family Trust

Katie was excellent when my husband and I were looking to create a trust for our family. She came to our home, explained all the very intricate details and options that are involved in a trust and was very patient with us and all of our questions. She is extremely responsive when you reach out to her... and flexible in meeting times. She made this process feel easy and not overwhelming. I will definitely be recommending her to our family and friends.

Posted by Barbara | September 26, 2017 | Hired Attorney

This review is from a person who hired this attorney.

Timely Trust Update

Katie prepared an update to an existing trust that had been done in another state, plus provided additional documents, such as a financial power of attorney that the previous lawyer had not done. She put the updated trust documents as well as the originals into a binder, with a diagram explaining the... basics of the trust and provided a DVD as well so we could have an e-copy. The original trust also did not create legacy trusts for the beneficiaries, so she created those as well. All in all, she did a very professional job, and a timely one as well, because the trustee, my mother-in-law, passed away a few months later. My husband, as executor, had no issues in handling his mother's affairs when she was ill and after she passed away.

Posted by anonymous | October 15, 2008

Manley's Boiler, Inc.

Katie Richey has diligently and efficiently pursued and resolved legal matters for this company.

See All Client Reviews

Katie Marie Charleston's Lawyer Endorsements

Endorse Katie
Laura Cowan headshot
Laura Cowan

Estate planning lawyer | Jul 25

Relationship: Fellow lawyer in community

"I endorse this lawyer. Katie is an intelligent and caring attorney. I highly recommend her."

Irene de Jesus headshot
Irene de Jesus

Business lawyer | Jul 17

Relationship: Fellow lawyer in community

"I endorse this lawyer. Katie is such a gracious and intelligent attorney. She treats her clients with utmost respect and they feel well-cared for when they leave. I highly recommend her."

Andrew D. Sachs headshot
Andrew Sachs

Estate planning lawyer | May 19

Relationship: Fellow lawyer in community

"I endorse this lawyer. A brilliant and highly respected attorney in the estate planning community who truly cares about her clients."

Gary Anthony Anderson headshot
Gary Anderson

Estate planning lawyer | Apr 11

Relationship: Fellow lawyer in community

"Katie Marie Charleston is extremely dedicated to the practice and truly believes in justice for all."

Gratia P. Schoemakers headshot
Gratia Schoemakers

Litigation lawyer | Mar 06

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Erach Farrokh Screwvala headshot
Erach Screwvala

Estate planning lawyer | Mar 02

Relationship: Fellow lawyer in community

"Katie is a trusted advisor who puts clients first and is driven by a desire to craft an estate plan that fits her clients' specialized needs. I highly endorse her."

Nicole Yvette Newman headshot
Nicole Newman

Estate planning lawyer | Mar 01

Relationship: Fellow lawyer in community

"I endorse this lawyer. She is smart, organized, and treats every client with the utmost respect and care in handling their legal matters."

Yahima Suarez headshot
Yahima Suarez

Estate planning lawyer | Mar 01

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Alexandra K. Varela headshot
Alexandra Varela

Estate planning lawyer | Mar 01

Relationship: Other

"I endorse this lawyer."

Maureen Michelle Pritchard headshot
Maureen Pritchard

Estate planning lawyer | Mar 01

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Marianne J Ludlow headshot
Marianne Ludlow

Estate planning lawyer | Feb 28

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Brittany Lynn Lastition headshot
Brittany Lastition

Estate planning lawyer | Feb 28

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Varvara M. Gokea headshot
Varvara Gokea

Estate planning lawyer | Feb 28

Relationship: Fellow lawyer in community

"I highly endorse Katie for her expertise in estate planning and her warm and professional treatment of her clients."

Anthony Francis Belotta headshot
Anthony Belotta

Unknown lawyer | Feb 28

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Benjamin Nicholas Diederich headshot
Benjamin Diederich

Estate planning lawyer | Feb 28

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Nicholas A Tarjoman headshot
Nicholas Tarjoman

Estate planning lawyer | Feb 28

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Ellie K. Vilendrer headshot
Ellie Vilendrer

Criminal defense lawyer | Nov 18

Relationship: Friend

"Katie is a great attorney. She's also active in the community."

Autumn Renee Paine headshot
Autumn Paine

Business lawyer | Oct 14

Relationship: Worked together on matter

"I endorse this lawyer's work. Ms. Richey is a tenacious and smart attorney dedicated to advocating for her clients."

View All Endorsements
Gratia P. Schoemakers headshot
Gratia Schoemakers

Estate planning lawyer

Brittany Lynn Lastition headshot
Brittany Lastition

Estate planning lawyer

Marianne J Ludlow headshot
Marianne Ludlow

Estate planning lawyer

Erach Farrokh Screwvala headshot
Erach Screwvala

Estate planning lawyer

Joshua David Meier headshot
Joshua Meier

Estate planning lawyer

Benjamin Nicholas Diederich headshot
Benjamin Diederich

Estate planning lawyer

Varvara M. Gokea headshot
Varvara Gokea

Estate planning lawyer

Anthony Francis Belotta headshot
Anthony Belotta

Estate planning lawyer

Nicole Yvette Newman headshot
Nicole Newman

Estate planning lawyer

Yahima Suarez headshot
Yahima Suarez

Estate planning lawyer

Nicholas A Tarjoman headshot
Nicholas Tarjoman

Estate planning lawyer

Alexandra K. Varela headshot
Alexandra Varela

Estate planning lawyer

Autumn Renee Paine headshot
Autumn Paine

Criminal defense lawyer

Experience

Rating:  9.2 (Superb)

Honors

2006

Witkin Award, Witkin

Work Experience

2012 - Present

Attorney, Katie Charleston Law

2009 - 2017

General Counsel, Manley's Boiler, Inc.

2008 - 2009

Attorney, Law Office of Katie Richey

2007 - 2008

Deputy District Attorney, Ventura County District Attorney's Office

Associations

2018 - Present

Indiana State Bar

Member

2008 - Present

Orange County Bar Association

2007 - Present

Los Angeles Bar Association

2007 - Present

McGeorge School of Law Alumni Association

2007 - Present

Traynor Honor Society

2004 - Present

American Bar Association

2004 - Present

UCLA Alumni Association

Hamilton County Bar Association

Sample of Legal Cases

Cosmeceutical Technologies v. Live Love Spa

Case dismissed on Plaintiff's Motion.

See More Legal Cases

Education

2007

McGeorge SOL Univ of the Pacific

Law

2004

Univ of California at Los Angeles

Undergraduate

Speaking Engagements

2018

Online Webinar

Kids Protection Planning

Publications

Languages

English

Activity

Avvo Rating

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  • Experience & background Years licensed, work experience, education
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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution