Estate planning in Roswell, Marietta, East Cobb, Woodstock, Alpharetta, Cumming and Milton Georgia
Serving Roswell, Marietta, East Cobb, Woodstock, Alpharetta, Cumming and Milton Georgia
Marietta, East Cobb, Woodstock, Alpharetta, Cumming and Milton Georgia
Estate planning in Roswell, Marietta, East Cobb, Woodstock, Alpharetta, Cumming and Milton Georgia
My Mission and Work:
It is my honor to serve as your attorney. I work closely with my clients to understand their families, values, and long-term goals. With experience, care, and attention to detail, I help protect what matters most and provide clarity during life’s most important transitions. My goal is to deliver thoughtful estate planning solutions that bring peace of mind and lasting security.
Testimonials:
I enjoy getting to know my clients.
I'm passionate about building positive, long-term relationships and making sure you feel supported every step of the way.
It’s my pleasure to help you plan with confidence and peace of mind.
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“She took the time to explain everything to me and was never in a rush.”
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She has the unique ability to convey her vast knowledge without making us feel overwhelmed."
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From beginning to end Susan made the entire process simple and painless
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We were immediately impressed with her knowledge, professionalism, and sincerity.
Our Estate Planning Process
Step One: Introductory Call (25 minutes)
Schedule a brief introductory call. I will call you to learn more about your situation, answer initial questions, and follow up with an email outlining your planning options and associated costs.
Step Two: Design Meeting
We will meet for a comprehensive estate planning design meeting to outline the specifics of your plan. This meeting may take place in person or virtually, depending on your preference.
Step Three: Drafting and Review
I will prepare drafts of your estate planning documents based on our design meeting. We will then meet to review the drafts together, make any needed revisions, and ensure everything reflects your goals. This meeting may be in person or virtual.
Step Four: Signing and Implementation
Once the documents are finalized, we will schedule a signing meeting to execute your estate plan. At that meeting, I will also review next steps, including funding and implementation, so you leave with a clear understanding of what comes next.
You will be guided through each step of the process, with clear explanations and no pressure to move faster than you are comfortable.
How Do I Get Started?
This short video explains how the process works
We Provide Quality and Thoughtful Legal Services
- Solid Wills that reflect a client's wishes and values
- Revocable Living Trusts
- Trusts for Children and Dynasty Trusts
- Routine and Complex Probates
- Trust Administration and Termination
A Different Approach to Estate Planning
✅ Clear explanations in everyday language
✅ Patient, one‑on‑one attention
✅ Feeling supported instead of overwhelmed
✅ Simple, painless process
✅ Professionalism without big‑firm impersonality
