You’ll speak with a case coordinator, not an attorney.

The Discovery Call is a conversation focused on understanding your situation, your concerns, and what you’re hoping to accomplish.

Our job is not to convince you that you need something. Our job is to determine whether there is a fit between what you’re looking for and the type of planning we provide.

By the end of the call, you’ll have a clearer understanding of your options and whether taking the next step makes sense for you.

If moving forward makes sense for your situation, the next step is a Design Meeting with an attorney.

During that meeting, you’ll discuss your goals, concerns, and planning needs in greater detail and receive legal guidance regarding the planning options that may make sense for you.

If moving forward doesn’t make sense, there’s no obligation to continue. The goal is simply to help you gain clarity about your options and determine the next step that’s right for you.

Yes.

For many people, estate planning moves from “something I should do someday” to “something I need to think about now” after a significant life event.

Maybe you’ve welcomed a child, experienced a loss, received a diagnosis, watched a family go through probate, or simply reached a point where the future feels more important than it did before.

The specific event matters less than what it has caused you to think about.

If something has happened that’s making you question whether your family, assets, or wishes are properly protected, a Discovery Call can help you gain clarity about what options may make sense for your situation.

Yes.

Knowing what you want and knowing what will solve the problem are not always the same thing.

The purpose of the Discovery Call is to understand what you’re trying to protect, avoid, or accomplish and determine whether the planning you’re considering aligns with those goals.

The goal isn’t to sell you something. The goal is to make sure you’re moving in the right direction before investing your time and money.

The Discovery Call is for everyone who will be involved in making decisions about your Estate Plan.

For most married couples, that means both spouses should attend. Estate planning involves shared goals, shared assets, and decisions that affect both people. Having all decision-makers on the call helps ensure everyone’s priorities, concerns, and questions are addressed from the beginning.

When key decision-makers aren’t present, important conversations often need to be repeated later. The Discovery Call is most productive when everyone involved can hear the same information and participate in the discussion from the beginning.

No. We don’t need any documents for the Discovery Call.

After you schedule, we’ll send you a brief questionnaire called a Personal Data Collector. It takes about five to ten minutes to complete and gives us a high-level understanding of your family, assets, and planning goals before we speak.

You don’t need to have every answer or document in front of you. The goal is simply to give us enough context so we can focus the Discovery Call on what’s important to you rather than spending valuable time gathering basic information.

Please complete the questionnaire before your scheduled call so we can make the conversation as productive and meaningful as possible.

That depends on what you’re trying to protect, avoid, or accomplish.

Some people are looking for basic planning documents. Others are concerned about probate, protecting a child, planning for incapacity, preserving assets, or preparing for future long-term care needs. While those concerns may sound similar on the surface, they often require very different planning strategies.

Rather than giving you a number that may not apply to your situation, we begin by understanding what’s important to you and what outcomes you’re hoping to achieve.

By the end of your Discovery Call, you’ll have a clearer understanding of the planning options that may make sense for your situation, along with the investment range associated with those options. From there, you can decide whether moving forward feels right for you.

That’s a fair question.

The reason is that the cost is tied to the outcome you’re trying to create, not simply the documents involved.

It’s common for people to come to us looking for a “simple” Will or Trust. But until we understand what’s important to you, what you’re trying to protect, and what you’re hoping to accomplish, it’s difficult to know what planning is actually needed.

What appears simple on the surface can involve important legal, tax, asset protection, incapacity, family dynamics, or long-term care considerations that aren’t immediately obvious. Two families may ask for the same thing on the surface, yet require very different planning strategies.

That’s why we begin by understanding your situation first. Until we have that understanding, any number we provide would be little more than a guess.

The Discovery Call helps create that clarity. Once we have a clearer picture of your situation, we can discuss the planning options that may make sense for you and the investment range associated with those options.

Yes.

Before scheduling a Design Meeting with an attorney, you’ll understand:

• The planning options that may make sense for your situation
• The investment range associated with those options
• What the next steps would look like

The goal is to give you enough clarity to decide whether moving forward makes sense for you.

We serve families throughout Georgia with offices in Cumming, Columbus, and Macon.

While location is often one of the first questions people ask, it’s usually not the most important one. The more important question is whether you’re working with a firm that understands your concerns and can help you create a plan that aligns with your goals.

Your Discovery Call can take place by phone or Zoom, and if you move forward, you’ll have the option to meet with an attorney by phone, Zoom, or in person.

Our focus is helping you find the planning approach that makes sense for your situation, regardless of where you live in Georgia.