Planning Ahead To Protect Loved Ones

From asset protection to wills and irrevocable trusts, having a comprehensive estate plan is necessary to protect yourself and your loved ones for the future.

Planning For The Future

Our Estate Maintenance Program is an annual program that provides peace of mind while planning a secure estate for the future. We offer plans for single clients ($295) or married clients ($395) to meet your planning needs.

No matter who you are planning for, this Annual Maintenance Program includes:

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No charge for reasonable phone calls by you, your representatives, or your professional advisors to anyone in our office

 

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Law firm initiated changes to your documents to take advantage of changes in law

 

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Annual summary of your current estate plan

 

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Annual checkup – we will contact you to get current information regarding changes to your family, your assets, or other matters that might affect your estate plan

 

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Assistance to your disability panel to verify your disability and get your successor Trustee appointed

 

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“Word processing” amendments to your estate planning documents at no additional charge. If changes are more complex than just word processing, the annual maintenance fee paid will be deducted from the bill

 

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On-going guidance with funding of new assets acquired during the year

 

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A meeting with your family or helpers upon your disability or death to explain the plan you created and outline the assistance available in maintaining or settling your plan (any new services, if required, will be identified and billed separately)

 

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Safe keeping your original Estate plan documents in a protected storage facility

 

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Special pricing for family members to do planning during the year – a 15% discount

 

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Referrals to attorneys with other practice specialties and to other professionals such as accountants, elder care specialists and realtors

 

Ready to Talk? Schedule Your Consultation!

We're ready to help you get started with estate planning. To schedule an initial consultation, call us at 770-822-2723. You may also contact us online.

Contact the Estate Planning Law Group of Georgia

Contact the Estate Planning Law Group of Georgia

Johns Creek Office

Saddle Brook Office Park
11030 Jones Bridge Road, Suite 208
Johns Creek, Georgia 30022

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Lawrenceville Office

1755 North Brown Road, Suite 200
LawrencevilleGA 30043

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