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The Essentials Plan

Avoid Probate in Georgia—Protect Your Family’s Future

The Essentials Plan is an attorney-prepared revocable living trust that keeps your home, rentals, and business interests out of probate—so transfers are private and fast.

We draft the plan and guide funding, so your family stays in control, not the court.

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The Dangers of Not Having a Plan

Without a revocable trust, Georgia probate laws take control of your assets—and your family.

The “why” is simple: you lose control.

Your bank accounts become frozen. Your family won’t have immediate access to funds for living expenses, creating financial chaos during a time of grief.
Your home goes to court. The state, not your family, decides what happens to your property. Your wishes are ignored.
Your family is left in the dark. Without a plan, your loved ones won’t know how to handle your finances or medical care, leaving them with confusion and conflict.

What's Included in Your Essentials Plan?

This is a complete, Georgia-ready plan—simple to understand and easy to put in place.

✅ Included

Revocable Living Trust — Your private plan so assets you title to the trust can pass to loved ones without probate.
Financial Power of Attorney — Lets a trusted person handle bills, banking, and legal/financial tasks if you can’t.
Georgia Advance Directive (Medical POA + Living Will) — Names who makes healthcare decisions and states your wishes.
HIPAA Authorization — Gives your decision-makers access to medical information when timing matters.
Certification of Trust — A short summary most banks accept (so you don’t hand out the full document).
Georgia Signing Checklist — Exactly how to sign with two witnesses and a notary so it’s valid and self-proving.
Funding Guide — Clear steps for what to retitle to the trust vs. what to keep by beneficiary designation (IRAs, life insurance, etc.).
One Quitclaim Deed (Included) — We prepare one deed to move a Georgia property into your trust and start funding the plan.

➕ Optional Add-Ons (if you want us to do the transfers)

Additional Quitclaim Deeds for rentals, vacation homes, or out-of-state properties (helps avoid ancillary probate).
LLC Membership Assignments & Operating-Agreement Updates so business or rental LLC interests pass under the trust.
Account Retitling Concierge for bank/brokerage titles and TOD/POD updates—done correctly the first time.
Funding Audit — Final review to confirm properties, accounts, and beneficiaries are truly set up the right way.

Plain English:

Funding = actually moving assets into the trust or updating beneficiaries.
Deeds = the official documents that put real estate in your trust.

Your Simple 3-Step Journey to Peace of Mind

Schedule Your Free Strategy Call: We’ll spend 15 minutes learning about your family, your assets, and your goals. This is not a sales pitch; it’s a conversation to help you find the right path.
Plan & Review: We’ll present your customized Essentials Plan, and you can review and approve it.
Sign & Fund: We’ll meet with you to sign the documents, and our team will guide you through the simple process of making your plan official.

Ready to take the first step towards protecting your family?

What Our Clients Say

“It was so simple and easy.” We are so grateful for the peace of mind we have. The team was patient, kind, and incredibly knowledgeable. – Tracy

“This gave me peace of mind.” I couldn’t be happier with our experience. They truly cared about helping my family, and they made sure we understood every step. – Rachel

Our Family Serving Yours

We own rental properties and run a business ourselves, so we understand the risks families face when building wealth.

Over the past 10 years we’ve worked in real estate, tax, estate planning, and probate law, and we’ve set up asset protection for our own business, rentals, investments, and children.

This firsthand experience means we know exactly how to design a plan that works in real life—not just on paper.

Common Questions We Get

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

A will takes effect only after death and must go through Georgia probate court, which can freeze assets for months and add court costs.

A revocable trust takes effect immediately, lets you stay in full control, and transfers property to your heirs privately and without probate.

Can out-of-state rental properties be included in my Georgia trust?

Yes. We draft the trust to hold real estate and other assets located anywhere in the U.S.

We also prepare any deeds or assignments needed so everything is correctly titled in your trust.

Do I lose control of property placed in a trust?

No. While you’re alive, you can buy, sell, refinance, or move property in and out of the trust at any time. You keep full control over all decisions.

Ready to Start?

We only accept 5 new clients each week to ensure every family gets our full attention and care.

This Free 15-Minute Strategy Call is your opportunity to ask questions, understand your options, and discover how our Essentials Plan can give you and your family the security you deserve.

Fill out the form below to book your free call today.

Schedule Your Free Strategy Call

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