Estate planning for a Georgia business owner costs more than a standard estate plan because it addresses two separate problems at once: what happens to your personal assets and what happens to your business. The base package starts at $4,000 for the revocable trust. Most business owners pay $5,250 to $9,000 depending on the number of entities, partners, and properties. This page shows every line item and includes a calculator to build your number before you call.
BUSINESS OWNER PLANNING
How Much Does Estate Planning Cost for a Business Owner in Georgia?
Estate planning for a Georgia business owner starts at $3,500 and scales based on what you own. A sole owner with one LLC pays around $5,250. A business owner with a partner, two entities, and rental properties pays $7,500 to $9,000. This page shows every flat-fee line item and includes a calculator to build your specific number.
Find Out Where You Stand
What You Own Determines What You Pay
The base estate plan costs $4,000 and covers your personal assets. Everything business-related is an add-on priced per entity.
- Revocable Trust Package (base): $4,000 — trust, will, POA, healthcare directive, one deed
- Each LLC transfer: $1,250 — operating agreement amendment and membership interest assignment into trust
- Each S-Corp transfer: $1,750 — additional IRS compliance steps to preserve the S-Corp election
- Buy-sell agreement: $550 — required if you have a business partner
- Additional Georgia properties: $550 each — rental, land, vacation home (primary home is included in base)
- Out-of-state properties: $1,100 per state
A sole owner with one LLC pays $5,250. A business owner with a partner, two LLCs, and two rental properties pays $8,150.
What the Base Package Includes
- Revocable living trust — holds your assets outside probate. Your successor trustee distributes everything when you die, without court involvement.
- Pour-over will — catches any asset not transferred into the trust during your lifetime.
- Durable financial power of attorney — authorizes someone to manage your personal finances if you become incapacitated.
- Healthcare directive and living will — documents your medical wishes and authorizes someone to make healthcare decisions on your behalf.
- HIPAA release — allows your healthcare agent to access your medical records.
- One Georgia deed — transfers your primary home into the trust, prepared and recorded as part of the flat fee.
Build Your Estimate
Select your plan type and add what you own. The total updates as you go.
What type of estate plan are you looking for?
Gives instructions on how your assets are distributed after your death. Your estate still goes through the probate courts before your family can access anything.
Keeps your estate out of probate courts entirely. You control your assets during your lifetime and direct exactly how they are distributed after your death.
Protects your assets from personal liabilities like lawsuits and creditors. Also avoids probate and controls distribution — but you give up direct control of the assets you transfer in.
What else do you own?
LLCs
$1,250 each
$1,250 each
Each LLC needs its operating agreement updated and its membership interest assigned into the trust. Count each LLC separately — operating company, holding company, real estate LLC, etc.
0
S-Corps
$1,750 each
$1,750 each
S-Corps require extra IRS compliance steps that LLCs do not. If your business files on Form 1120-S, it is an S-Corp.
0
Buy-Sell Agreements
$550 each
$550 each
You need one if you have a business partner. It controls what happens to your share when you die or become incapacitated. Count one per business with a co-owner.
0
Additional Georgia Properties
$550 each
$550 each
Your primary home is included in the base package. Count any additional Georgia real estate in your personal name: rentals, land, vacation homes, commercial property. Not properties inside an LLC.
0
Out-of-State Properties
$1,100 per state
$1,100 per state
Count the number of states where you own real estate outside Georgia. Florida vacation home + Tennessee rental = 2. Not properties inside an LLC.
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A will-based plan does not include entity transfers or trust funding — those require a trust. If you have LLCs, S-Corps, or multiple properties, a revocable or irrevocable trust is the right foundation.
Revocable Trust Package
$4,000
$4,000
LLC Transfers
S-Corp Transfers
Buy-Sell Agreements
Additional Georgia Deeds
Out-of-State Coordination
Your Estimated Total
$4,000
$4,000
County recording fees and business valuation (if needed) are not included. Your exact quote is confirmed in your Design Meeting with our Attorney.
What Each Add-On Costs and Why
LLC Transfer — $1,250 per LLC
Transferring an LLC requires amending the operating agreement to name the trust as the member and successor manager, and assigning the membership interest into the trust. Count each LLC separately.
S-Corp Transfer — $1,750 per S-Corp
S-Corps have IRS shareholder eligibility requirements. A trust holding S-Corp shares must qualify as an ESBT or QSST. Failing to meet those requirements causes the business to lose its S-Corp tax election permanently.
Buy-Sell Agreement — $550
Required if you have a business partner. Without it, your co-owner’s heirs could become your business partners.
Additional Georgia Properties — $550 each
Your primary home is included in the base. Count any other Georgia real estate held in your personal name. Properties inside an LLC are covered by the LLC transfer.
Out-of-State Properties — $1,100 per state
Count the number of states where you own real estate outside Georgia. Properties inside a Georgia LLC are not counted.
What a Will Costs vs. a Trust Package
A will-based plan costs $1,500. It does not avoid probate. For a business owner, the LLC membership interest goes through the Georgia probate court — leaving the business in a legal gray zone for 9 to 18 months. A will also does not transfer business entities. For most business owners, a will-only plan does not solve the succession problem.
What Business Estate Planning Costs Without Planning Ahead
Without an estate plan, your LLC membership interest goes through Georgia probate — costing 3 to 7 percent of the gross estate value in attorney fees, plus valuation fees, court costs, and revenue lost while the business operates without legal authority for 9 to 18 months. See what it costs to die without a succession plan for the specific numbers.
2x
The problems a business owner estate plan must solve vs. a standard plan
Personal assets AND business succession — both must be addressed, and the documents must be coordinated to work as a system
HOW IT WORKS
Get Your Business Owner Estate Plan in 3 Steps
Schedule a Strategy Call
We review your business structure, entities, and properties in a free strategy call. We confirm your flat fee before you commit to anything.
Meet With Your Attorney
We draft every document — trust, operating agreement amendments, buy-sell agreement if needed — coordinated as a single system.
Sign and Fund Your Plan
Every document is executed and recorded. Your trust holds your LLC interest. Your operating agreement names the right successor.
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.
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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.
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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!
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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.
Google Review
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.
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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.
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Frequently Asked Questions
Estate planning for a Georgia business owner starts at $4,000 for the revocable trust package. Each LLC adds $1,250, each S-Corp adds $1,750, and a buy-sell agreement adds $550. A sole owner with one LLC pays around $5,250. A business owner with a partner, two LLCs, and rental properties pays $7,500 to $9,000 or more.
Yes. Each LLC is priced separately at $1,250 because each one requires its own operating agreement amendment and membership interest assignment into the trust.
S-Corps have IRS shareholder eligibility requirements. A trust holding S-Corp shares must qualify as an ESBT or QSST. Failing to meet those requirements causes the business to permanently lose its S-Corp tax election. The higher fee covers the compliance steps to preserve the election.
You need one if you have a business partner. Without it, your co-owner’s heirs could become your business partner after you die. A buy-sell agreement costs $550 as part of the estate plan package.
A will does not avoid probate and cannot transfer LLC or S-Corp ownership. Your LLC interest still goes through the Georgia probate court — a process taking 9 to 18 months. A revocable trust with a coordinated operating agreement amendment is the right structure for business owners.
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.