Estate Planning

Protect Your Family. Control Your Legacy. Avoid Court.

Estate planning isn’t just for the wealthy. It’s for anyone who wants to protect their loved ones, avoid probate, and stay in control of what they’ve built.

Why Estate Planning Matters

Without a proper estate plan:

With the right plan:

TRUST vs WILL

Revocable Living Trust (Recommended)

Best for:

  • Homeowners
  • Business owners
  • Families with children
  • Anyone wanting to avoid court

Last Will & Testament

BUT :

  • Must go through probate court
  • Can be delayed or contested
  • Becomes public record

Best for:

  • Simple estates
  • Limited assets
  • Backup to a trust

KEY DIFFERENCE (SIMPLE LANGUAGE)

Trust = Avoid Court

Will = Go Through Court

OUR SERVICES (CLEAR PRICING – HIGH CONVERSION)

Full Service Revocable Trust Package

$399 – $599 (Recommended Pricing Range)

Includes:

Positioning Tip: Start at $399 to stay competitive in Atlanta market

Last Will Package

$149 – $249

Includes:

DIY Estate Planning (OPTIONAL ADD-ON FOR YOUR MODEL)

$49 – $99

Includes:

PROCESS

Step 1 – Complete Intake Form

Tell us about your assets, family, and wishes

Step 2 – Choose Your Plan

Trust (Recommended)
Will (Basic)

Step 3 – Draft Preparation

We prepare your customized documents

Step 4 – Review & Sign

E-sign or print + notarize (instructions provided)

Step 5 – Asset Alignment (Trust Only)

We guide you on funding your trust

CLIENT INTAKE FORM

    SECTION 1 — Personal Information






    SECTION 2 — Family Information





    SECTION 3 — Asset Overview



    SECTION 4 — Distribution Wishes




    SECTION 5 — Key Appointments





    SECTION 6 — Special Instructions

    SECTION 7 — Service Selection


    SECTION 8 — Agreement