
Georgia Estate Plan
Contact Info
- Location 3750 Palladian Village Dr Suite 500, Marietta, GA 30066, USA
- Phone +1 912-394-3600
- Website https://georgiaestateplan.com/
Reviews
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We originally sought out Steve Worrall because of his excellent education and years of Estate Planning experience. We were very glad we did. He handled the distribution of assets in a complicated trust after my parent's death. He also created trusts for my husband and I which gave us great peace of mind. He has done an excellent job and is very easy to work with. Steve makes complicated things simple to understand. We are grateful.
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My husband and I began working with Steve Worrall in 2012. We needed to establish and estate plan for our family. Steve was instrumental in helping us navigate our choices and guiding us to what suited our needs. It was such a relief to have this in place, such peace of mind. Steve and Karen have been great to work with through the years. We've needed to make updates and they made it very easy and convenient. They've also been a great source of information for so many things that have arisen through the years. I highly recommend working with Steve Worrall.
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Steve and Karen Worrall could not be more on point in what they do. They were recommended to me by my financial advisors when I was needing a Trust and Estate planning specialist Attorney to dissolve a current will and create a living trust for my mother after my father’s passing. Every step of the process and meetings with Steve and Karen were flawless. We had everything finalized including the final signed trust in 8 weeks. One year latter I used the expertise of Steve and Karen Worrall at Georgia Estate Plan to do a complete living trust for myself. Same exact results with this one, flawless/professional and unmatched manners and care.
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Georgia Estate Plan/Worrall Law provided us with an estate plan in 2018 and the process was easy to navigate. Mr. Worrall met with us a couple of times to determine details of our wishes, after which he provided a copy of all documents, both paper and digital on a thumb drive. The process was fairly quick, about 30 to 45 days as I recall. And, the cost was reasonable compared to a couple of other similar legal services that we used to compare. One of the original reasons for selecting Worrall Law was his location in east Cobb where we would be able to personally interact. On the negative side, I would say that following the development of the plan, Worrall Law was pretty much unresponsive to a few inquiries in the intervening years about guidance and procedures. To me it was as if after having provided the documents, they were no longer interested. Finally, Mr. Worrall has advised that he will act "Of Counsel" to a law firm located in Savannah. I take that to mean that he is retiring from the estate planning business even though he states that he will continue "serving clients".
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Having Georgia Estate Plan draw up our will and other legal documents has been a blessing. After losing my husband and fearing all the legal proceedings, they made the entire process so very easy. I'm so happy we chose them and would highly recommend them for estate planning!
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About Georgia Estate Plan
Navigating the complexities of estate planning can often feel overwhelming. For residents across Georgia, securing your family’s future and ensuring your legacy is protected requires not just expertise, but also a trustworthy and understanding partner. That's precisely where Georgia Estate Plan steps in. Situated right here in Marietta, Georgia, this dedicated law firm specializes in helping individuals and families create comprehensive and effective estate plans tailored to their unique circumstances. They understand the nuances of Georgia law and are committed to providing personalized guidance, transforming what can seem like daunting legal processes into clear, manageable steps.
Georgia Estate Plan isn't just about drafting documents; it’s about building relationships and offering peace of mind. They are dedicated to demystifying the legal jargon and ensuring clients fully understand their options, whether it’s setting up a trust, drafting a will, or planning for long-term care. Their approach is rooted in a deep understanding of family dynamics and financial goals, ensuring that every plan is not only legally sound but also perfectly aligned with the client’s wishes. This commitment to client education and personalized service sets Georgia Estate Plan apart as a premier resource for all your estate planning needs in the Peach State.
For those living in and around Marietta, Georgia Estate Plan offers a conveniently accessible location. You can find them at 3750 Palladian Village Dr Suite 500, Marietta, GA 30066, USA. This central Marietta address makes it easy for residents from Cobb County and surrounding areas to visit for consultations and meetings. The office is situated within a professional complex, ensuring a comfortable and private environment for discussing sensitive personal and financial matters.
Accessibility is often a key consideration when choosing legal services, and Georgia Estate Plan understands this. The location is well-connected within Marietta’s road network, making it straightforward to reach whether you're coming from nearby neighborhoods or further afield within the metro Atlanta area. Plenty of parking is available, eliminating one common source of stress when visiting professional offices. This ease of access ensures that clients can focus on their estate planning needs without worrying about logistical hurdles, reinforcing Georgia Estate Plan's commitment to a client-centric experience.
Georgia Estate Plan, led by the experienced Steve Worrall, offers a comprehensive suite of services designed to address all aspects of estate planning and asset protection. Their expertise ensures that clients receive thorough and effective legal solutions.
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Wills and Trusts: Crafting legally sound wills to ensure your assets are distributed according to your wishes and establishing various types of trusts (e.g., revocable living trusts, irrevocable trusts, special needs trusts) for asset protection, tax planning, and seamless wealth transfer.
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Probate and Estate Administration: Guiding executors and beneficiaries through the often-complex probate process, including validating wills, managing assets, settling debts, and distributing inheritances efficiently and in compliance with Georgia law.
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Power of Attorney and Advance Directives: Preparing durable powers of attorney for financial and healthcare decisions, as well as living wills and healthcare directives, to ensure your wishes are honored in case of incapacitation.
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Asset Protection Strategies: Developing strategies to protect your assets from potential creditors, lawsuits, and long-term care costs, ensuring your legacy remains intact for future generations.
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Charitable Giving: Assisting clients in incorporating philanthropic goals into their estate plans, including setting up charitable trusts or foundations.
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Guardianship and Conservatorship: Providing legal guidance for establishing guardianships for minors or incapacitated adults, and conservatorships for managing their financial affairs.
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Business Succession Planning: Helping business owners plan for the future of their businesses, ensuring a smooth transition of ownership and management.
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Elder Law: Addressing the unique legal needs of seniors, including Medicaid planning, long-term care planning, and protecting against elder abuse.
Georgia Estate Plan prides itself on several key features and highlights that underscore their commitment to client satisfaction and legal excellence.
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Experienced and Knowledgeable Legal Team: The firm is led by Steve Worrall, a highly educated and experienced attorney in estate planning. As one satisfied client noted, "We originally sought out Steve Worrall because of his excellent education and years of Estate Planning experience. We were very glad we did." This deep expertise ensures that clients receive top-tier legal advice and representation.
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Personalized Approach: Georgia Estate Plan understands that every client's situation is unique. They take the time to listen, understand individual needs and goals, and craft bespoke estate plans. Another client highlighted, "Steve was instrumental in helping us navigate our choices and guiding us to what suited our needs."
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Clear and Understandable Communication: One of the most frequently praised aspects of Georgia Estate Plan is their ability to simplify complex legal concepts. A client stated, "Steve makes complicated things simple to understand. We are grateful." This ensures clients are well-informed and comfortable with their decisions.
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Client-Centric Service: The firm is known for being "very easy to work with." Clients appreciate the responsive and supportive nature of the team, including Karen, who, as one review mentioned, "They've needed to make updates and they made it very easy and convenient. They've also been a great source of information for so many things that have arisen through the years."
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Long-Term Relationships: Many clients, like the one who began working with Steve Worrall in 2012, continue to rely on Georgia Estate Plan for ongoing advice and updates. This speaks to the trust and reliability the firm has built within the community.
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Peace of Mind: Ultimately, the primary goal of Georgia Estate Plan is to provide clients with peace of mind regarding their future and the future of their loved ones. As one client eloquently put it, having their estate plan in place was "such a relief...such peace of mind."
While specific, time-limited promotions can vary, Georgia Estate Plan often focuses on providing value through their comprehensive service and initial consultations. It is highly recommended to contact their office directly to inquire about any current promotions, special offers, or introductory consultation packages they may have available for new clients. Many reputable legal firms offer an initial consultation at a reduced rate or even complimentary, allowing prospective clients to discuss their needs and learn more about the firm's approach without an immediate financial commitment. This is an excellent way to experience their client-focused service firsthand and determine if they are the right fit for your estate planning needs. Be sure to ask about any educational seminars or workshops they might host, as these can also be valuable opportunities to gain insights into estate planning at no cost.
To connect with Georgia Estate Plan and begin your journey toward comprehensive estate planning, you can reach out to them using the following contact details:
Phone: (912) 394-3600
Mobile Phone: +1 912-394-3600
Address: 3750 Palladian Village Dr Suite 500, Marietta, GA 30066, USA
Their team is ready to answer your questions and schedule an initial consultation at your convenience. Whether you prefer to call or visit their office in Marietta, they are committed to providing accessible and responsive service to the Georgia community.
For locals across Georgia, Georgia Estate Plan, with its convenient Marietta location, stands out as an ideal choice for all your estate planning needs. The firm's deep understanding of Georgia law, combined with a highly personalized and empathetic approach, ensures that your unique family and financial circumstances are fully considered. The recurring theme in client testimonials—peace of mind—is a testament to their ability to simplify complex legal matters and provide clear, actionable advice. Residents seeking to protect their assets, plan for future generations, or navigate the complexities of probate will find Georgia Estate Plan to be a trustworthy and highly capable partner. Their commitment to building lasting relationships, offering clear communication, and delivering effective legal solutions makes them a suitable and invaluable resource for securing your family's future right here in Georgia.
Georgia Estate Plan Location
3750 Palladian Village Dr Suite 500, Marietta, GA 30066, USA
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