Why a Professional Matters for Your Estate Plan
An estate plan isn’t just paperwork; it’s a set of instructions your loved ones rely on during life’s most stressful moments. DIY forms can’t ask follow-up questions, spot gaps, or anticipate issues you may not think of. We help you avoid surprises, align your documents with Georgia law, and make sure your plan works when your family needs it most.
When Should You Start Planning?
You’re never “too young” to begin. Common triggers include:
- Turning 18 (basic health care and financial powers)
- Buying a home or starting a business
- Marriage, divorce, or welcoming a child/grandchild
- Receiving an inheritance or major asset
- Facing a medical diagnosis or planning for retirement
Our Estate Planning Process
1. Intake Worksheet (download)
We start with a worksheet to capture your personal information, family, assets, and goals.
2. Attorney Strategy Call (via Teams)
Meet with us face-to-face online. We review your worksheet, clarify details, and highlight “between-the-lines” issues you may not have thought of.
3. Tailored Recommendations
We suggest the right mix of documents, commonly a Will and or Trust, Financial Power of Attorney, and Advance Directive for Health Care.
4. Drafting
You receive customized drafts with plain-English guidance.
5. Review & Revisions
We collaborate until you’re confident everything is accurate and clear.
6. Signing & Execution
At our Alpharetta office, we coordinate two witnesses and a notary public for proper execution.
7. Peace of Mind
We deliver final documents and guidance on updating beneficiaries, titling accounts, and storing everything safely.
FAQs
Do I need a Trust?
Not always. Trusts are powerful tools for certain families and circumstances; we’ll advise if one makes sense.
Can I handwrite changes later?
Handwritten edits may cause disputes. Call us to update your documents properly.
How often should I review my plan?
Every five years, or after major life events.
Can this be done entirely online?
Consultations and reviews can be virtual, but Georgia law requires in-person signing with witnesses and a notary.