To ensure my clients have the most comprehensive estate plan that is right for them, we discuss the following documents and decide which ones they will need to protect themselves and their family.

  • Will
  • Codicil
  • Powers of Attorney (financial and health care)*
  • Advance Directive for Health Care (living will)
  • Revocable Living Trust (RLT)
  • HIPAA Authorization
  • Probate (Uncontested – All heirs will consent to the will or to the person petitioning to be appointed the administrator.)

*As of July 1, 2017, Georgia has a new statutory Power of Attorney. Although POAs executed before that date are “grandfathered” in, if the one you have is more than two years old, it is best to execute a new one.

Document Descriptions

Understanding the documents that may be involved in a comprehensive estate plan is important for every client. Click here to read the descriptions for the different documents.