Your Legacy Goals

The Trusted Estate Planning Firm in Georgia
Call Now to Schedule your FREE Discovery Call

Do you have a will and trust to guide your family?

Putting a Will and Trust in Place is a final gift to your family. Leaving them without these documents only makes things harder for them after you are gone.

Estate planning is not about you. It is about helping your family. That is why we do it.

We don't know hen we will pass away. it could be when you are 99 years old. Or it could be tomorrow. It might be in three months or 17 years from mow. The point is that we don't know.

We offer free consultations. Take the first step and start.

Call us today. It isn't for you, it is for your family.



My parents don't have a Will or Power of Attorney documents.

What should I do?

If Mom or Dad (or Aunt or Uncle) needs help to pay bills, write checks, access investments, or sell their home, then a Financial Power of Attorney is needed. Sometimes they need this type of help because of Dementia, Alzheimer’s Disease or they are otherwise incapacitated. We can also help. If there is not a Power of Attorney in place, and Mom or Dad can no longer make decisions, we can help you through Guardianship proceedings. The sooner you reach out, the more options you have!  Why delay any longer - learn which options you have by calling 404-872-5959!

Your parents are relying on you to help them.

What are you waiting for?



Why partner with Your Legacy Goals?

How does it this work?

You can self-schedule online or call us to set up a free, no obligation consultation.

During the consultation call, we will do the following…

  • Get to know YOU!
  • Learn about your family and your concerns
  • Give background and information on the types of documents and answer questions
  • Let you know pricing based on what you have shared with us!

Then What Happens?

We wil schedule a Strategy Meeting with an attorney to design your Estate Plan. This meeting can be in-person or virtual. We want to make it easy for you!

This sounds EASY!

After the Strategy Meeting, our team will create a proposal and engagement letter. Next, we will prepare your documents. Once they are ready, we will answer questions. We take a lot of pride that our clients understand their documents. Finally, they need to be signed, witnessed, and notarized. This can be done in our office or with the notary of your choice.

Estate Planning is a Gift for your Family

What are you waiting for?

Let's do this together and put a plan in place!

You can call and speak with us or you can self-schedule and be on your way!

We look forward to working with you and your family!

Copyright 2024 Carter Jeffries LLC | Privacy policy We do not share, sell, or rent any personal info with any third parties or affiliates.