How to Get Started
Working with Georgia Estate Plan is EASY! So let's get started!
Just select from available dates and times on Steve's calendar below, enter your information and then things will start to happen. after that, scroll down for the next steps.
The next step will be a brief Initial Contact Information Call or Email with our Client Services Director, Karen Worrall. She will talk/email with you about your situation and discuss the basic facts of your needs and goals and THEN confirm your Georgia Family Treasures Discovery Session (by Zoom or phone) with Steve Worrall for a specific date and time.
Next, she will send you an information worksheet form (a fillable PDF) which we would ask you please to complete and return to us at least 24 hours BEFORE your session with Steve. Ideally, we would have you send us copies of your existing estate planning documents, if any, so Steve can audit them and discuss them with you at your Discovery Session.
When you meet with Steve, he will discuss with you your worries, your goals, and your concerns. He will review your worksheet and examine how things look for you and your family right now, with the planning (or lack of planning) that you have right now. He will discuss with you the ways our planning packages could benefit your family and then have you select the plan (and price) that works best for you and your family.