Client Forms - Atlanta Estate Planning, Wills & Probate

Gather Your Documents

What Should I Do Before Our Initial Consultation?

So, you’ve taken the first step and made an appointment with an estate planning and probate attorney. Congratulations! you’ve started the process of ensuring that your loved ones will be protected! Be sure to gather any property deeds, previous estate planning documents, financial documents, lists of important contacts, and life insurance information. Call with any questions.

Fill Out Your Forms

Are There Any Forms I Need to Bring?

No! Please don’t feel the need to fill out a form before talking to us. But if you like to get ahead on things, here are the forms we’ll be reviewing.

Estate Planning: Couples

Estate Planning: Individuals

Probate Planning

REach Out With Questions

What If There are Documents or Other Items I Can’t Find?

If there is anything we mentioned above that you cannot find prior to our meeting, don’t worry. You shouldn’t delay your appointment just because you can’t find an original document or piece of information. We can talk through the list of what you’ll need before we finalize your estate planning documents. If you need have any additional questions, please call or message us.

Fill Out Your Forms

Are There Any Forms I Need to Bring?

No! Please don’t feel the need to fill out a form before talking to us. But if you like to get ahead on things, here are the forms we’ll be reviewing.