Helpful Tools to Get a Head Start
Preparing for your appointment is important. These resources will help you gather the right information, avoid common missteps, and make the most of your time. The worksheets are deigned to ensure that no facts are overlooked.
Downloadable Will Worksheets
Married Individuals Worksheet
Designed for couples planning together. Covers joint property, children, and shared assets.
These forms help us gather and organize the necessary data for our first conference. These worksheets are only three pages long and easy to complete.
Frequently Asked Questions
Who should I name as an executor?
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What’s the difference between a will and a trust?
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Do I need to avoid probate in Georgia?
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What happens if I don’t name a guardian for my children?
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