Our process starts with understanding your situation, your concerns, and what you’re hoping to accomplish—not with recommending documents.
Getting started is simple. And we’ll guide you through the next steps.
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Our team will follow up with you to schedule your Discovery Call.
During your first conversation, we’ll learn a little what prompted you to reach out and help you schedule a Discovery Call with one of our team members. We’ll also send you helpful material, along with a brief questionnaire for you to complete before your call. This helps us better understand your circumstances and make the most of our time together.
Our goal is to make getting started simple, comfortable, and informative so you feel prepared and confident about your next steps.
Our Discovery Specialist will take this opportunity to get to know you, understand what’s important to you, and hear what prompted you to explore estate planning. We’ll talk through your concerns, discuss what could be at risk without the right planning in place, and help you determine whether Bascom Law is the right fit for your needs.
Our goal is simple: to help you gain clarity about your situation and feel confident about your next steps.
Building on what we learned during your Discovery Call, your Design Meeting with one of our attorneys is where we shift from understanding your concerns to developing solutions. Y– who will take a deeper look at your circumstances, identify potential risks or gaps in your planning, and design a customized legal strategy to protect what matters most to you.
Our goal is to help you move forward with a clear understanding of your options and confidence in the plan designed for your future.
Your Delivery Meeting is where your estate plan comes together. We’ll walk you through your completed legal documents, answer your questions, and guide you through the signing process. We’ll also prepare your Asset Retitling Plan and provide guidance to help the people you’ve chosen understand their roles and responsibilities.
Our goal is to ensure you leave with a clear understanding of your plan, what happens next, and how to put everything in place to protect what matters most.
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
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.
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.
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.
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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.
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.
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.
