Free Resource
Your Georgia Estate Planning Checklist
Estate planning can feel overwhelming, but it doesn’t have to be. This free checklist walks you through the essentials in plain English, so you can see where you stand and what to think through next. It’s a simple first step toward protecting the people you love.
What’s inside
A quick preview of the checklist.
- The documents a basic plan covers — a will, powers of attorney, and a health care directive
- Questions to think through, like who you'd want to make decisions for you and who you'd trust to care for your children
- Who should have a plan (hint: most adults, especially parents and homeowners)
- A “My people” page to jot down who you'd choose as executor, guardian, and agents
- Common gaps families miss, like digital assets and beneficiary designations
This is general information, not legal advice.
Have questions after reading it? Book a free 30-minute consult.