Georgia Estate and Trust Attorneys
Keep your family out of court. And out of a fight.
Every plan below is complete, funded, and guaranteed. You are protected within 72 hours of your first meeting. Pick the plan that matches how far your family needs it to reach.
Find Out Where You Stand
Every plan on this page does the same core job. It keeps your family out of court, gives them one number to call, and comes with the same five promises. The difference is how far the protection reaches. Foundation protects you. Family also protects the people you put in charge. Portfolio protects what you own and run. Legacy gives every named family member their own complete plan.
The plans
Each plan includes everything in the plan before it. Full detail on every tier is further down this page.
Foundation
$3,500
one flat fee, per family
You and your spouse protected and out of court.
- Trust, will, POA, healthcare directive
- Home moved into trust, with proof
- Guardian Plan, 1 year
Family
$5,500
one flat fee, per family
The people you put in charge get protected too.
- Everything in Foundation
- POA, healthcare, and HIPAA for up to 3 named family members
- Guardian Plan, 3 years
Portfolio
$8,500
one flat fee, per family
Your properties and companies, running the day after.
- Everything in Family
- LLCs assigned into trust, entity cleanup
- Guardian Plan, 3 years
Legacy
$15,000
one flat fee, per family
Every named family member gets their own complete trust package.
- Everything in Family
- A full trust package for each named family member
- Guardian Plan, 5 years
| What changes | Foundation | Family | Portfolio | Legacy |
|---|---|---|---|---|
| Protection for named family members | × Not included | ✓ POA, healthcare, HIPAA, a will | Same as Family | A full trust package for each |
| Properties and companies moved into trust | Home only. Add-ons cover the rest. | Home plus one | All of them, plus your LLCs | All of them |
| Business succession setup | × Not included | × Not included | ✓ Included | By request |
| Guardian Plan included | 1 year | 3 years | 3 years | 5 years |
| Private annual family meeting | × Not included | × Not included | × Not included | ✓ Included |
Every plan includes this
Before the tiers add anything, every single plan, even Foundation, starts here. This is the baseline every family gets.
The Documents
- Revocable Living Trust
- Pour-Over Will
- Quitclaim Deed
- Financial Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
The Implementation
- Document Walk-Through Call
- Trust Funding Session
- Funding Checkup
The Included Services
- Successor Trustee Orientation
- Professional Coordination Call
- Surviving Spouse Transition Call
- Post-Signing Checklist
Family, Portfolio, and Legacy each add to this baseline. Jump to what changes at your tier:
Foundation
Most couples who choose Foundation already know what they are avoiding. Without a trust, when one spouse passes, the other does not automatically get to act. Georgia law can require a court process before your spouse can even access shared accounts or sell the house. If you both pass without a plan, your children go through probate, a public court process that typically takes 9 to 18 months and can cost $15,000 or more, even for a simple estate. Foundation stops all of that. Your home, your accounts, and your decisions stay with your family, not a judge.
Everything in "Every plan includes this" above, plus what makes it work on day one:
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Protected within 72 hours. Your financial power of attorney, healthcare directive, and HIPAA release are signed within 3 days of your design meeting. You are not waiting 30 days to be covered.
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We move your home into your trust ourselves, with written proof. You get a one-page summary of what was funded, with your recorded deed attached. Not a binder telling you to do it yourself.
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Every account you own, checked. Bank, retirement, investment, insurance. If anything points the wrong way, you get the exact fix.
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One number for your family to call. We already know your plan, your accounts, and your people when that call comes in.
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Guardian Plan, year one included. Renews at $497 a year after year one, unless you are on a tier with longer coverage included.
Family
Foundation protects you and your spouse. It does not protect the person you are counting on to step in for you, your adult child, your sibling, whoever you named as trustee or agent. If that person has an accident or passes before you do, your plan does not just lose a name on a page. It loses its ability to function. Nobody can act for you, and nobody can act for them either, because they never signed anything of their own. Family closes both gaps at the same time, for one flat fee, so the people you are relying on are just as protected as you are.
Everything in Foundation, plus:
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Named family members get their own POA, healthcare directive, and HIPAA release. Up to 3, living in Georgia. If one of them has an accident, someone can step in for them without going to court, and your plan still stands.
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A will for each, naming who raises their kids if they are gone. If a named guardian and their spouse are both gone, a judge decides who raises your grandchildren, unless it was written down.
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Guardian Plan included for 3 years. Not one year. Your plan stays current the whole time at no extra cost.
Portfolio
If you own rental property or a business, your estate plan has a job most plans miss completely. The rent still has to get collected. Payroll still has to get signed. Someone has to call the lender. If the only person who knows how to do any of that is gone, the business does not pause politely while probate finishes. It stalls, and it often starts losing money immediately. Portfolio is built so your company or your rentals keep running the day after, not months later.
Everything in Family, plus:
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Your company itself is set up to skip probate. LLC membership interests are assigned into your trust, so the company passes without court. No per-state fee for property held inside the company.
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Operating agreements rewritten so someone can take over on day one. Death and incapacity provisions added, and a successor manager named and trained.
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Entity cleanup for up to 3 entities included. Missing registrations, property titled in the wrong name, all fixed. More than 3 entities is quoted at a flat rate.
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Guardian Plan included for 3 years. New properties or entities get added at member pricing as you grow.
Legacy
Legacy is for families who do not want to think about this again for years. Instead of protection documents, each named family member gets their own complete revocable trust package, the same $3,500 plan you are getting for yourself, built individually for up to 3 more people in your family. Their assets skip probate too, not just yours. You also get the longest stretch of ongoing coverage we offer, and a private meeting with Melissa every year, so the whole family stays current together instead of managing it separately.
Everything in Family, plus:
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A full revocable trust package for each named family member. Up to 3, in Georgia. Each one gets their own trust, deed, and full document set. This is the same complete package you are getting, not just protection paperwork. Their assets skip probate too.
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Guardian Plan for 5 years. That coverage extends to each named family member's own plan too, not just yours.
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A private annual family meeting. Not the open call every plan gets. Yours, just your family, with Melissa in the room. Your Estate Map is redone every year.
The Guardian Plan
A trust only works if it matches your actual life. If you buy a new property, refinance your home, or change who you want in charge, and your trust is not updated to match, that mismatch is exactly what causes a plan to fail when your family needs it most. The Guardian Plan is how we make sure that never happens to yours.
- Annual review letter and a 15-minute checkup call
- Free simple updates while you are a member, no per-change billing
- 20% off future estate planning work, for you and your kids
- The Watch: we monitor Georgia property and business records for changes under your name
- Quarterly all-clear reports
- Digital vault with emergency trustee access
Add-ons
Not everyone needs a bigger tier. If you just need one more thing covered, these are priced separately and plainly, the same way everything else on this page is.
| Add-on | Price | What it covers |
|---|---|---|
| Additional Georgia property | $550 per property | Any extra Georgia property beyond your primary home. A rental, a vacation home, a piece of land, moved into your trust. |
| Out-of-state property | $1,100 per state | We coordinate with a licensed attorney and title company in that state to move every property you own there into your trust. |
| LLC services | $1,250 | Forming a new LLC, or moving an existing one into your trust, including updating the operating agreement so your trust can legally hold it. |
| Nursing home protection | +$3,000 | A different kind of trust that protects your savings and home from nursing home costs. Works best when set up at least 5 years before you need care. |
| Irrevocable trust | +$3,000 | Added on top of your plan for a total of $6,500. Used for specific goals like Medicaid planning. Melissa will tell you plainly in your design meeting whether this applies to you. |
| Family Bundles | $500 off each | Want a complete trust package built for another family member, not just protection documents? Each one you buy alongside your own gets $500 off. Applies to Foundation, Family, and Portfolio. Legacy already includes complete plans for up to 3 family members, so this discount does not apply there. |
Frequently Asked Questions
No. Most families do not. Take the free Estate Check, then talk to Shawn for 15 minutes. He will point you to the plan that fits based on your actual situation, not the other way around.
Yes. You only pay the difference between what you already paid and the tier you are moving up to. You are never charged for the same work twice.
Not necessarily. Family already includes moving one extra Georgia property into your trust, and additional properties are $550 each as an add-on. Portfolio is for when a business or LLC itself needs to keep running. We will tell you plainly in your design meeting if that applies to you.
Foundation protects you and your spouse only. The people you have put in charge, your named trustee or agent, are not covered until Family or above. If something happens to them first, your own plan can stall with no one able to step in.
No, it is a separate add-on for $3,000 added to any plan, because it is a different kind of trust that works best set up at least 5 years before care is needed. Melissa will tell you in your design meeting whether it fits your situation, and tell you plainly if it does not.
$497 a year. If you let it lapse, simple updates are billed per change instead of included. Members also keep their 20% discount on future work, even after prices go up sitewide.
Find out where you stand
Take the free Estate Check, then talk to a person. You do not have to pick a plan from this page alone.
Book My Free Strategy Call Free 15-minute call. No obligation.