Did you know that if a Georgia resident dies without a will and leaves a spouse and two children, the person's estate does not go all to the spouse but is split evenly between the spouse and children?  The most basic way to plan for your family's future is to have a will in place.  A will can provide for the disbursement of your assets as well as the care of your dependents.  As making a will is not a task that many people are eager to do, we do what we can to make the process as quick and painless as possible for our clients.  

 

Simple wills and estate planning documents

 

Our simple will package is sufficient for many of our clients - it lets you set out the disposition of your estate and care of your dependents without becoming too involved, time-consuming, or expensive.  The package also includes a financial power of attorney, which enables a designated person to deal with your financial matters in the event that you are unable to do so yourself, and an advance directive for healthcare, through which you can name a health care agent and express your general wishes for your healthcare.

Click here to learn about Georgia's Uniform Power of Attorney Act, effective July 1, 2017

 

Trust creation and advanced wills and estate planning

 

As your assets, family situation, or particular wishes become more complex, we are equipped to consult with you to determine what documents you need to have in place to handle those assets and honor those wishes.  A trust may be necessary if you want to transfer an asset to a certain person or people over a period of time, with restrictions or conditions, or subject to the responsible management of a trustee.  A trust can also enable you to transfer assets without interfering with your beneficiary's eligibility for essential benefits, such as Medicaid or Supplemental Security Income.

Wills, Trusts, and Estate Planning

What is the process
for having us draft
your simple will?
  • Contact us to obtain an inventory form.

  • Complete the inventory, which will help you compile information about all your assets and think through the issues of planning your estate.

  • Return the inventory to us so that we can estimate the cost for your will.

  • If you choose to work with us, join us for a short phone call, video chat, or in-person meeting to discuss what we will be putting in your will.

  • Review an emailed draft of your will and advise us of any questions or changes.

  • Come to our office to go through any final questions and sign your documents.  You will leave with your signed will and a duplicate copy, and we will also send you an electronic copy.

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