The Funded Trust Standard
Last updated: September 11, 2026
Version 1.0
No probate, or we fix it free. That’s our promise. This page tells you exactly what it covers, what it doesn’t, and how your family uses it. We wrote it in plain language on purpose. If anything here is unclear, call us and we’ll explain it.
What’s covered
This guarantee covers every asset listed on your Funding Checkup list.
When we finish your trust, we put your assets into it. Your home gets a new deed, recorded with the county. Your accounts get retitled or get the right beneficiary. Then we confirm each one. When we’re done, we give you a Funding Checkup list. It shows every asset we moved into your trust and the proof for each one, like the deed book and page number or the bank’s confirmation date.
That list is what this guarantee covers. If we add an asset to your trust later, we add it to your list, and it’s covered too.
What we promise
Every asset on your Funding Checkup list will pass to your successor trustee without going through probate court in Georgia.
If an asset on your list ends up in probate anyway, we handle the legal work for that asset at no charge, up to $5,000 in legal fees. That means we prepare and file what the court needs and see it through. If the work for that one asset would cost more than $5,000 in fees, we’ll tell you before we start and you can decide how to proceed.
What’s not covered
We can only stand behind what we put in your trust and confirmed. This guarantee does not cover:
- An asset you moved out of the trust, retitled, or sold after we confirmed it.
- An asset you never told us about, so it never made it onto your list.
- An asset you bought after your Funding Checkup and didn’t ask us to add.
- A beneficiary designation you changed after we confirmed it.
- Property outside Georgia. We’re a Georgia firm and can’t practice in other states.
- Property you deeded out of the trust for a refinance and didn’t put back. Lenders often ask for this. Call us before you close and we’ll put it back after.
- Assets in probate because of a lawsuit, a creditor claim, or a will contest.
- Changes to your plan made by another lawyer or by anyone other than you.
- Court filing fees and publication costs. We cover our legal fees. The court’s own fees are paid by the estate.
Who can use it and how
Your successor trustee or the executor of your estate can make a claim. Here’s how:
- Contact us within 12 months after the death.
- Send us three things: the Funding Checkup list, a death certificate, and the court paper showing the asset is in probate.
- We’ll respond within 5 business days with what we’ll do and when.
The person making the claim signs a short engagement letter with us for that matter, because the work is done for the estate. There’s no fee for that work up to the $5,000 limit.
A few other things you should know
This guarantee comes with every Complete Family Trust Package. It doesn’t require the Guardian Plan or any other purchase.
It’s in addition to any other rights you have as our client. It doesn’t limit them.
It isn’t insurance. It’s our written promise, and it’s part of your engagement agreement with us.
We review these terms once a year. If we change them, the version you signed still applies to you.
Questions? Call us at 770-710-3422 or have Shawn call you.