You don’t need to know what kind of estate plan you need before talking with us. Our process starts with understanding your situation, your concerns, and what you’re hoping to accomplish—not with recommending documents.
Getting started is simple. Choose the option that works best for you—either way, we’ll guide you through the next steps.
Start the conversation in whichever way is easiest for you:
Have a brief conversation about what brought you here and learn how our process works.
Tell us a little about what's happening and what you're hoping to address. Our team will follow up with you.
If it looks like we may be a good fit, we’ll send you our Personal Data Collector and help you schedule your Discovery Call.
The Personal Data Collector gives our team the context needed to make your conversation more productive.
Spend 30 minutes with a non-attorney Case Coordinator discussing your situation, priorities, and what you’re hoping to accomplish.
By the end of the conversation, you’ll understand the planning options that may make sense, the associated investment range, and whether you’re ready to move forward.
Once your Personal Data Collector is complete, your 30-minute Discovery Call is complimentary.
If it makes sense to work together, that’s when the planning begins. Rather than starting with documents, we start with what you’re trying to protect—and build from there.
OUR PROCESS TO CREATE YOUR PLAN — AND KEEP IT WORKING FOR YOU.
OUR ESTATE PLANNING PROCESS
We start by understanding what matters to you.
Before we recommend anything, we take the time to understand your family, your circumstances, your concerns, and what you’re trying to protect. This is where we look beyond documents and begin to understand what a successful estate plan needs to accomplish for you and the people you care about.
Your plan should be built around your life—not the other way around.
An attorney reviews your situation, identifies potential risks, and develops a legal strategy based on your goals and circumstances. We’ll walk you through the options, explain the trade-offs, and help you understand why a particular approach may—or may not—make sense for you.
Once the strategy is clear, we turn it into a plan.
Our team prepares your customized legal documents, funding instructions, and guidance for the people you’ve chosen to help carry out your wishes. Throughout the process, we’ll explain what we’re doing and what comes next so you’re never left wondering where things stand.
A plan only works when it’s properly put into action.
We’ll guide you through signing your documents, putting asset-retitling instructions into action, and making sure the people you’ve chosen to help understand their roles. The goal isn’t simply to leave our office with a binder of documents. It’s to leave with a plan designed to work when your family needs it.
Because life doesn’t stand still, your estate plan shouldn’t either.
Families change. Assets change. Laws change. Your estate plan should be able to change with them. Through our ongoing planning process, we help you identify changes that may affect your plan and keep it current over time.
Not every family comes to us for traditional estate planning. If you or someone you love needs nursing-home care now—or may need it soon—the process may look different.
Understand your options before care is needed and explore strategies for protecting assets.
Get guidance through the application process, documentation, and requirements.
If nursing-home care is needed now or within the next 30 days, we can assess the situation and help you understand what options may still be available.
Signing your estate planning documents is important—but it’s only one part of creating a plan that works.
A successful estate plan also considers how your assets are titled, who you’ve chosen to help when you can’t act for yourself, and how your plan will adapt as your life changes.
A beautifully drafted trust won’t accomplish what you intended if your assets aren’t coordinated with it, the right people aren’t prepared to step in, or the plan no longer reflects your circumstances.
That’s why our approach focuses on Four Keys to a Successful Estate Plan®: Documents, Assets, Helpers, and Changes.
Together, these four pieces help turn a set of legal documents into a plan designed to work for you and the people you care about—when it matters most.
A plan isn’t complete until your assets, people, and instructions work together.
Your plan is tailored to your goals, your family, and your unique circumstances.
We coordinate the details so your plan is ready when your family needs it most.
We help you stay ahead of life changes and keep your plan up to date.
Sign your custom, written estate plan documents.
Retitle your assets to coordinate with your estate plan.
Correctly choose and train your helpers in advance.
Have a plan for updating your estate plan as life changes.
You don’t need to have everything figured out before contacting us. Start by telling us a little about what brought you here, and we’ll take it from there—one step at a time.
Serving Georgia families
From families like yours
We know Georgia law
Your goals always come first
