Our process starts with understanding your situation, your concerns, and what you’re hoping to accomplish, not with recommending documents.
From your first conversation to putting your plan in place, we’ll help you understand your options and make informed decisions at every step.
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We’ll help you understand the next steps and prepare for your Discovery Call.
What to expect: A brief conversation to determine how we may be able to help.
During your complimentary 30-minute call, our Discovery Specialist will learn about your situation, priorities, and concerns. Together, you’ll discuss your planning goals and whether our services may be a good fit.
What to expect: Greater clarity about our services and the next steps available to you.
If you choose to schedule a Design Meeting, a $500 nonrefundable booking fee reserves your appointment and is credited in full toward any estate plan you choose.
Meet with an attorney to discuss your circumstances, explore recommended legal strategies, and ask questions before deciding how you’d like to move forward.
What to expect: Clarity on the recommended legal solution, how it addresses your concerns, and the associated fees.
Review and sign your completed documents, ask questions, and receive guidance on funding your plan and preparing the people you’ve chosen to carry it out.
What to expect: Signed documents and clear next steps to help your plan work as intended.
Your life won’t stand still, and your estate plan shouldn’t either.
Through our Client Update and Protection Program™, we help you keep your plan current as your life, family and circumstances change.
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.
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.
Even carefully drafted documents may not accomplish what you intended if your assets aren’t properly aligned with your plan, your helpers aren’t prepared, or your circumstances change.
That’s why our approach considers all Four Keys to a Successful Estate Plan®: Documents, Assets, Helpers, and Changes.
Together, these elements help create a plan designed to work for you and the people you care about, when it 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.
