Estate Planning

Estate Planning Attorney in Alpharetta, Georgia

For Alpharetta tech professionals with RSUs, stock options, and investment accounts — not a form will.

How Alpharetta Families Keep Their Estates Out of Probate Court

Alpharetta tech employees with unvested equity and deferred compensation face probate complications a simple will cannot address. A revocable living trust coordinates with your employer plans and transfers assets directly to your family without court involvement. We help Alpharetta residents protect complex compensation packages.

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Why Alpharetta Families Need More Than a Simple Will

Alpharetta is the technology hub of metro Atlanta, home to the North American headquarters of dozens of major tech companies including Microsoft, Salesforce, NCR, and ADP. Residents commonly hold restricted stock units, stock options, deferred compensation agreements, and equity in early-stage companies alongside median household incomes exceeding $110,000 and median home values above $550,000.

Without a trust, your estate passes through Fulton County Probate Court. Probate in Georgia is public, takes 12 to 18 months, and costs 3 to 8 percent of the gross estate value. On a $600,000 estate, that is $18,000 to $48,000 in fees that reduce what your family receives. Every asset you own becomes a matter of public record.

A revocable living trust transfers your home, brokerage accounts, and vested equity directly to your beneficiaries without court involvement. There is no waiting period, no public filing, and no probate fees. Your family receives what you intended on the schedule you set.

Alpharetta tech professionals with unvested RSUs and options face planning challenges a simple will cannot solve. A properly structured trust coordinates with the beneficiary designations on your employer plans and captures future equity as it vests. This prevents a mismatch between your will and your actual asset distribution at death.

Many Alpharetta households are dual-income with significant combined assets. A trust gives both spouses clear legal authority over jointly held property and ensures assets transfer to children or other beneficiaries without requiring court approval — regardless of which spouse passes first.

The Complete Family Trust Package

What's in Your Alpharetta Estate Plan

  • Revocable Living Trust

    Holds your assets, avoids Georgia probate, and controls exactly who receives what and when. A pour-over will acts as a safety net for anything not yet titled to the trust.

  • Durable Financial Power of Attorney

    Authorizes a trusted person to manage your bank accounts, real estate, and finances if you become incapacitated — without a court-supervised guardianship.

  • Advance Healthcare Directive

    Documents your medical wishes and names a healthcare agent to speak for you when you cannot. Covers end-of-life decisions, resuscitation, and treatment preferences.

  • HIPAA Authorization

    Gives your designated agents legal access to your medical records so they have the information they need to make informed decisions on your behalf.

  • Trust Funding Guidance

    Step-by-step support to transfer your home, investment accounts, and other assets into the trust. An unfunded trust does not avoid probate — we make sure yours works.

  • One-Year Follow-Up

    A check-in session at 12 months to update your plan if your family, assets, or wishes have changed. Estate planning is not a one-time event.

How It Works

1

Schedule Your Family Protection Audit

Book a 60-minute call with Melissa. She reviews your assets, your family situation, and where you are currently exposed.

2

Melissa Designs Your Plan

She builds your estate plan from scratch based on your specific assets and family. You get an exact quote before you commit to anything.

3

Review Every Document With Melissa

Before you sign, Melissa walks through every document with you in plain language. No legal jargon. No confusion about what you are signing.

4

Your Plan Is Complete

Melissa delivers your completed documents and explains exactly what your family needs to do. You leave knowing your plan is in place and your family is protected.

Melissa Breyer

Melissa Breyer

Georgia Estate Planning Attorney

Melissa Breyer is a Georgia estate planning attorney who works exclusively on trust-based estate planning and LLC formation. She personally designs every plan at The Hive Law and handles every client consultation herself. Every plan is built from scratch for your specific family, your specific assets, and your specific wishes.

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Other Fulton County Families We Help

We serve families across Fulton County. Select a city to learn more about estate planning where you live.

Ready to Protect Your Family?

Schedule your 60-minute Family Protection Audit with Melissa. $500, credited toward your estate plan.

Book Your Family Protection Audit

Not Ready Yet?

Join our free live webinar to learn what every Georgia family needs to know about protecting their home, their savings, and their family.

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