Estate planning isn’t just for retirees or new parents. It’s for anyone who wants to protect the people they love and make sure their wishes are honored.
If you feel overwhelmed or unsure where to begin, we’ll guide you step-by-step and make the process feel manageable from the very first conversation.
We explain wills and trusts in easy-to-understand language so you can make an informed decision with confidence.
We build your plan around your life, your family, your goals, and your assets so you get what you need without being sold what you do not.
We help you plan for the “what if” moments like incapacity, minor children, blended families, and beneficiary mistakes so your plan works when it matters.
Meet with our team to talk through your goals and get a clear picture of what you need. We’ll explain the estate planning process in plain language and answer your questions. There’s no pressure and no obligation to move forward.
After we’ve learned more about your situation, we’ll walk you through a recommended plan and the documents that fit your needs. Before we begin, you’ll know exactly what we’re drafting and why.
We’ll present your drafted documents for you to review and sign. We’ll go through everything together to make sure it’s clear and complete, so you can feel confident that you’re covered by your plan.
Our relationship doesn’t end when you sign your documents. We’re here to support you in funding your trust and making updates to it as your life changes in the future.
We’ll help you put the right documents in place for your needs – wills, trusts, powers of attorney, and advance directive for health care. Whether you need just one document or a full plan, we’ll walk you through the options and make the process straightforward.
A will directs who receives your assets and who will handle your estate through the probate process after death. A trust can be used to avoid or simplify probate and add more control over how and when assets are distributed. Trusts are often helpful if you want extra protection or structure, such as planning for a child with special needs, a beneficiary who isn’t financially responsible, privacy concerns, blended family situations, or business assets.
Many people believe they should choose a trust over a will to avoid probate. However, probate in Georgia can be relatively efficient when the estate is straightforward and there aren’t disputes among family members. In many cases, the initial step of getting authority to act for the estate (Letters Testamentary) can happen in a matter of months, depending on the county and the specifics of the case.
Yes. Estate planning isn't just about wealth. It ensures someone you trust can make medical and financial decisions on your behalf if you're unable to, and that your wishes are followed regardless of the size of your estate.
The state decides how your assets are distributed through intestacy laws. You also won't have anyone legally designated to make medical or financial decisions for you during your lifetime if you become incapacitated.
It means transferring ownership of your assets into the trust. A trust only works for the assets it holds, so this step is essential. We'll guide you through the process after your documents are signed.
No Cost
This is a free initial consultation so you can determine if our services meet your needs.
No Obligation
You are not obligated to contract our services after your initial consultation.
Flexible Scheduling
Choose a date and time that works best for you. You can choose to meet in person or virtually.
What's Next?
After you schedule your consultation, you'll receive a confirmation email with all the information you'll need before your meeting.