8565 Dunwoody Place, Suite A • Atlanta, Georgia 30350
770.998.1005

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Estate Planning Quiz

Take our 1 minute online quiz: “Your Planning Path, Which Estate Plan Is Right for You?”

    Are you a Georgia Resident?

    Do you currently have an estate plan?

    What year was your estate plan intially drafted?

    Enter year:

    Has anything changed since you created your estate plan?

    For example:
    Additional children?, changes in marital status, acquired more assets, moved to a different state.

    Are you Married?

    Do you have children?

    Do you have a child under 18 years old?

    Do you have more than $13 million in assets?

    Do you have property in another state?

    Full Name

    Email Address

    Phone Number

    Schedule a Free Consultation with Katie Dodd

    You may need a Revocable Living Trust with a Pourover Will.

    This can also include guardianship clauses for younger children if needed.

    This language may sound confusing, but we will make it easy.

    Schedule a Free Consultation with Katie Dodd

    You may need a simple Will or Will with a guardianship clause if you have younger children.

    We will also include a Power of Attorney and Health Directives to ensure your legacy is protected.

    Once we review your assets, we can determine if you need a trust.

    This language may sound confusing, but we will make it easy.

    Schedule a Free Consultation with Katie Dodd

    Main Office

    8565 Dunwoody Place
    Suite A
    Atlanta, GA 30350

    Our Phone

    770.998.1005

    Office Hours

    Mon-Fri. 9am-5pm

    Call Now - It's Free!