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How to Get Started

Working with Georgia Estate Plan is EASY! So let's get started!

Call us at 770-425-6060 and speak with our offsite reception service. They will schedule an appointment for a brief Initial Contact Information Call with our Client Services Director, Karen Worrall. She will talk with you about your situation and discuss the basic facts of your needs and goals and THEN schedule and confirm your Georgia Family Treasures Discovery Session (by Zoom or phone or in person) 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 also ask you to please 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 any existing planning documents 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.