Estate planning
A plan that protects
your family and
your legacy.
Estate planning isn't just for the wealthy — it's for anyone who wants to protect their family and preserve their legacy. A solid plan protects your loved ones, ensures your wishes are honored, and brings peace of mind. We make the process straightforward, personal, and affordable.
What a solid estate plan covers
- Who receives your assets and when
- Who makes decisions if you can't
- Guardianship for minor children
- Healthcare and end-of-life wishes
- Minimizing delays and family conflict
- Avoiding unnecessary probate costs
Flat-rate pricing
Transparent, all-inclusive fees.
No billing surprises.
No billing surprises.
Every package below is a flat rate — what you see is what you pay. All documents, consultations, drafting, revisions, and execution coordination are included.
Will packages
Individual Will
$400
Flat rate — all-inclusive
Includes
- Last Will & Testament
- Naming of executor & guardian
- Asset distribution instructions
- Execution & notarization coordination
Couples Will
$650
Flat rate — for two spouses/partners
Includes
- Two Last Wills & Testaments
- Coordinated asset distribution plans
- Executor & guardian designations
- Execution & notarization coordination
Best value
Individual Will Package
$600
Includes POA & Healthcare Directive
Includes
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Directive
- Execution & notarization coordination
Best value
Couples Will Package
$900
Includes POA & Healthcare Directive for two
Includes
- Two Last Wills & Testaments
- Two Financial Powers of Attorney
- Two Healthcare Directives
- Execution & notarization coordination
Trust packages
Revocable Trust
$2,500
Pricing starts at $2,500 for a basic trust
Benefits of a Revocable Trust
- Avoiding Probate: Assets in the trust bypass the public probate court process. This saves time and money for your family, and avoids public record of what you own.
- Total Control: You can act as your own trustee while you are alive. You can buy, sell, change, or cancel the trust at any time.
- Incapacity Planning: If you get sick or hurt and cannot manage your affairs, a successor trustee you chose can step in seamlessly without a court conservatorship.
- Unlike a last will and testament—which becomes public record during probate—a trust keeps your asset distribution and family details private.
- Out-of-State Property: If you own real estate in another state, the trust can help your heirs avoid a second probate proceeding in that other state.
Deed Preparation
Transfer on Death Deed
$200 each
Includes execution, notarization & recording
Understanding this deed
- During your life: You keep full control of the property. You can sell it or revoke the deed at any time. The beneficiary has no rights to the property yet.
- After your death: The property transfers automatically to your named beneficiary upon filing an Affidavit of Death of Grantor into the deed records.
- Recent Updates: Under recent Georgia law updates, owners can also name trustees as beneficiaries and list alternate beneficiaries.
Individual documents & add-ons
Power of Attorney
Financial or healthcare — standalone document
$150
Healthcare Directive
Advance directive / living will — standalone
$150
Estate Plan Review / Update
Review existing documents & recommend changes for current clients
$250
Deed Preparation
Creating or Dividing Joint Tenancy, Deed of Gift, Transfer of Ownership & more
$200 / deed
Our process
Simple, clear steps
from start to finish.
from start to finish.
01
Initial consultation
We learn about your family, assets, and goals — no forms, just a conversation.
02
Custom plan
We recommend the right documents for your situation and explain every option.
03
Document drafting
We prepare all documents carefully under Georgia law and send for your review.
04
Signing & execution
We coordinate the formal signing — with notarization and witnesses arranged.
05
Ongoing support
Life changes. We're here when you need to update or revisit your plan.
Common questions
Answers to what
clients ask most.
clients ask most.
Do I really need a trust, or is a will enough?
It depends on your situation. A revocable living trust lets your assets pass directly to beneficiaries — faster, more privately, and often at lower cost to your beneficiaries. We'll help you decide what makes sense for your family.
How often should I update my estate plan?
We generally recommend reviewing your plan every 3–5 years, or after any major life event — marriage, divorce, the birth of a child, a significant change in assets, or the death of a named beneficiary or executor.
What happens if I die without a will in Georgia?
Georgia's intestacy laws determine who inherits your estate — and it may not match your wishes. Your assets are distributed according to a fixed statutory formula, and the court appoints an administrator. Having a valid will ensures your intentions are followed.
Can I change my trust after it's created?
Yes — a revocable living trust can be amended or revoked at any time while you are alive and have capacity. That's one of its key advantages. We can assist with amendments as your circumstances change.
How much does estate planning cost?
We offer transparent flat-rate pricing on all estate planning services. A basic Individual Will starts at $400. A comprehensive Individual Will Package with Power of Attorney and Healthcare Directive is $600. Couples packages start at $650. A full trust-based plan starts at $2,500. Individual add-on documents such as a Power of Attorney or Healthcare Directive are $150 each, and deed preparation is $200 per deed. Your initial consultation is $200, and that amount is applied toward the flat rate of the plan you choose. There are no hidden fees — everything is disclosed upfront.
Does my spouse automatically inherit everything if I don't have a will?
Not necessarily. Under Georgia intestacy law, if you have children, your spouse does not automatically receive your entire estate — your assets may be divided between your spouse and your children according to a statutory formula, even if that's not what you would have wanted. A properly drafted will or trust ensures your spouse is protected in the way you intend.