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.

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Single Individuals Worksheet

For individuals planning solo or without children.

Download PDF

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?

    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

  • What’s the difference between a will and a trust?

    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

  • Do I need to avoid probate in Georgia?

    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.

  • What happens if I don’t name a guardian for my children?

    Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.
Read the Full FAQ

Prepared clients get smoother results. Start here.

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