Peachtree Corners Estate Planning
Estate Planning Attorney in Peachtree Corners, Georgia
You've worked hard for your Peachtree Corners home and stock options from your tech job. You don't want your family stuck in court, guessing what you wanted, while they grieve.
Find Out Where You Stand
What Peachtree Corners Families Are Really Worried About
A stock grant sitting in a drawer is not the same as a plan for your family. Maybe that is what got you thinking about this today. Maybe it was something smaller, a quiet worry about what happens if you are suddenly not around. Either way, not knowing is worse than the answer. A written plan replaces that worry with a real one. Book a free call and see what a real plan actually covers.
Why a Simple Will Is Not Enough in Peachtree Corners
Peachtree Corners households earn a median income of around $91,000. The typical home here is worth close to $495,000. Curiosity Lab and the Technology Park corridor bring workers from Intuitive Surgical, T-Mobile, and Bosch. Many of these workers get stock options or equity grants on top of a paycheck. A simple one-page will was never built to handle any of that. We work with families throughout Peachtree Corners, including the 30071, 30092, 30096, 30097, and 30360 zip codes.
Without a trust, your home and any unvested equity get tied up in a Gwinnett County Probate Court case. Nobody can touch them until the case ends. Tech employers are often strict about who they release vested shares to. A probate case can drag on nine to eighteen months. It can cost roughly $15,000 in legal fees. That is not a fast answer.
A properly funded revocable living trust takes the courtroom out of this picture. Your successor trustee steps in right away. They bring paperwork a stock plan administrator can act on right now. Nobody has to wait on a probate filing that has not even started.
Vesting schedules for stock options rarely match up with when a beneficiary form gets updated. We check those forms line by line as part of your plan. That way, an option grant from three jobs ago does not still control who gets it.
Peachtree Corners also has a lot of dual-income households. Many families juggle two employers’ worth of benefits. Add a blended family on top of that. A trust puts it all in one place, in writing, so a spouse is not stuck reconciling two different plan administrators’ rules while grieving. See our Georgia estate planning overview for how this works statewide.
What This Looks Like for Your Family
Without a Plan
Picture this: something happens to you. Your spouse is left managing two kids and a mortgage. On top of that, there is a stack of paperwork from your employer’s stock plan. Nobody knows which options were vested and which were not.
The plan administrator will not release anything without proof of legal authority. That proof has to come from Gwinnett County Probate Court, and it can take months to get. Your home sits in that same court process the whole time. Your spouse is not just grieving, they are stuck on hold with HR while trying to figure out how to pay the bills.
With a Plan
Now picture the other path. Your revocable living trust already spells out how your equity compensation and your home are handled. Your spouse hands the plan administrator the trust paperwork instead of waiting on a Gwinnett County court date.
Your successor trustee can act within weeks. There is no frozen stock plan and no guessing which options belong to whom. There is no probate case stacked on top of two kids and a mortgage. Your spouse gets to focus on the family, not on chasing down HR.
The Complete Family Trust Package
What's in Your Peachtree Corners Estate Plan
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Revocable Living Trust
Holds your assets, avoids Georgia probate, and controls exactly who receives what and when. A pour-over will acts as a safety net for anything not yet titled to the trust.
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Durable Financial Power of Attorney
Lets someone you trust handle your money and property if you get sick or hurt. A regular power of attorney can stop working the moment that happens. A durable power of attorney does not. It keeps working, so you will not need a court to name someone for you.
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Advance Healthcare Directive
Writes down your medical wishes. Names someone to speak for you if you cannot. Covers end-of-life care and other treatment choices.
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HIPAA Authorization
Lets the people you choose see your medical records. This helps them make good decisions for you.
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Trust Funding Guidance
Step-by-step support to transfer your home, investment accounts, and other assets into the trust. An unfunded trust does not avoid probate. We make sure yours works.
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One-Year Follow-Up
A check-in session at 12 months to update your plan if your family, assets, or wishes have changed. Estate planning is not a one-time event.
How It Works
Schedule Your Free Call
Book your 15-minute free strategy call with Shawn. No cost, no commitment.
Meet With Melissa
Melissa reviews your assets, your family situation, and your exposure. Virtual or in-person.
Get Your Plan
Receive a written plan with clear recommendations for protecting your family and your assets.
Move Forward
No pressure, no commitment required. Move forward when you are ready.
Melissa Breyer
Georgia Estate Planning Attorney
Melissa Breyer is a Georgia-licensed estate planning attorney focused exclusively on trust-based planning for individuals and families. She personally meets with every client and designs every plan from scratch. No templates. No associates handling your case. Every plan is built for your specific family, your specific assets, and your specific wishes.
118+ Five-Star Google Reviews
What Our Clients Say
The whole process of creating a family trust felt simple, clear, and stress-free. We really appreciated how patient, helpful, and easy to communicate with the team was throughout everything. Shawn and Melissa gave us great guidance and helped us feel confident every step of the way. We're grateful for their support and would definitely recommend them.
After my father passed away, my mother had to rely on my father's employer to navigate the estate. It was a disaster. After this experience, I knew I needed a plan. I turned to Atlanta Estate Planning Attorneys to set up a trust. I no longer have to worry about my wife and children going through a difficult process if something happens to me. I highly recommend Atlanta Estate Planning Attorneys!
My biggest fear was that if I died first, my wife would have no idea how to navigate the estate and legal system. I reached out to Atlanta Estate Planning Attorneys and they put my mind at ease immediately. Their process is easy to follow and they took care of everything. Atlanta Estate Planning Attorneys is the best decision I've made for my family's future.
Working with Melissa Breyer to set up our Living Trust was one of the best decisions Scott and I have made. We did this so our boys are protected from confusion and chaos if something happens to us. Melissa was knowledgeable, patient, and made what felt overwhelming completely manageable. I would absolutely recommend Melissa Breyer.
Working with Shawn and Melissa at Atlanta Estate Planning Attorneys has been an excellent experience. They asked great questions during our initial call and clearly explained what we needed. We feel confident we're in good hands and would highly recommend them.
Frequently Asked Questions
Between work and family, most Peachtree Corners residents don’t have a spare afternoon for the courthouse. You usually won’t need one. Your attorney handles the Gwinnett County filing, so you don’t have to take time off. Once your trust is funded, your equity compensation transfers straight to your successor trustee. No probate case in the middle at all.
Those options usually follow the beneficiary form on file with your plan administrator. They do not follow your will or trust. We double-check those forms as part of your plan. That way, an option grant from a previous employer does not quietly control who receives it.
Nobody wants a surprise bill after months of legal work. Our revocable living trust package is a fixed fee of $3,500. You know the full cost before we start. There is no hourly billing and no invoice you did not expect.
Attorneys who bill by the hour often charge $400 to $800 an hour for this same work. A full plan can run $4,000 to $12,000 or more once every document and meeting gets billed separately. Buying documents one at a time, a will here, a power of attorney there, usually lands between $1,500 and $5,000 total. You are still stuck managing how the pieces fit together. The $3,500 flat fee covers the full package with no hourly surprises.
Dual-income households in Peachtree Corners are often stretched thin. This kind of planning gets pushed to the bottom of the list. A Medicaid Asset Protection Trust protects a parent’s home and savings from long-term care costs. The timing has to be early, years before care starts, not after a diagnosis. We build it alongside the same trust that already covers your equity compensation. It becomes one plan instead of a second project to schedule.
No. Georgia does not have a state estate tax or inheritance tax. Your estate could still owe federal estate tax if it is worth more than $15 million per person in 2026. Most Peachtree Corners families never hit that number. Stock options and home equity can push a two-income household closer to it than you might expect.
A Georgia probate court decides who raises your children if you have not named a guardian in writing. That can mean a judge choosing between relatives who disagree, while your kids wait in the middle. Naming a guardian is a separate step from your trust. We include it as part of your Peachtree Corners estate plan.
Where We Serve
Other Gwinnett County Families We Help
We serve families across Gwinnett County. Select a city to learn more about estate planning where you live.
Find Out Where You Stand
Whatever brought you here today, the real question underneath it is simple: is your family protected if something happens to you? Without a plan, the people you love could face months in probate court, a fight over what you meant, or bills nobody has the authority to pay.
A clear plan closes every one of those gaps in writing, while you are still here to make the decisions. In one free 15-minute call, you will find out exactly what you have, what is missing, and what it takes to fix it.
- No pressure. This is a conversation, not a sales pitch.
- No jargon. We explain everything in plain language.
- A clear next step. You will know exactly what to do when the call ends.