Let The Smith Willis Firm Help You Protect What Matters Most!

Duluth, GA Estate Planning Attorney

Planning for the Best Possible Future - (770) 766-5811

If you are looking for an estate planning attorney in the Duluth area, you have come to the right place. At The Smith Willis Firm, we will evaluate your assets, liabilities, and wishes in order to create a customized estate plan that meets your specific needs using the appropriate legal tools.

These legal tools may include:

  • Wills that transfer your property to selected beneficiaries upon your death.
  • Trusts that provide for the care of minors or disabled persons, help minimize taxes, or protect assets.
  • Powers of Attorney that appoint someone to manage your property and financial matters as well as sign legal papers for you if you become incapacitated.
  • Advanced Health Care Directives to give authority to the person you want to make medical decisions on your behalf.
  • Strategies that can assist in avoiding probate.

There is more to estate planning than the above services. A competent Duluth estate planning lawyer should be able to work with you to identify your long-term goals while keeping your unique needs in mind. Whether you have relatively simple needs or a highly complex estate plan is necessary, we at The Smith Willis Firm will bring our careful attention to detail and broad experience to your case to provide the highest quality counsel.

To discuss your estate planning needs with a competent professional, give us a call at (770) 766-5811.

The Benefits of Estate Planning

Advance preparation is very important. Without a plan, you allow other people to make important decisions for you if you should pass on or become incapacitated. This may include key issues such as: who gets your property, who will be the administrator of your estate, who will be the guardian of your children (if your child’s other legal parent is already deceased or has no parental rights), and who will be your guardian if you are unable to make your own decisions.

It is also important to review your estate documents periodically. While estate planning documents that were validly executed many years ago may possibly still be valid today from a technical standpoint, they may no longer achieve your current goals. Your plan should be reviewed every few years in order to address changes in circumstances or changes in the law. We can provide sound counsel to review an existing estate plan.

What Is Needed to Prepare An Estate Plan?

Estate planning is the process of arrangements for the transfer of your estate and assets after your death. This includes cash, clothes, jewelry, houses, cars, land, investments, and your savings account.

There are several documents that make up an estate plan, they include:

• A Will: where you sate your wishes for your property and a guardian for your child

• A Trust: if you have property consider making a trust so your loved ones don’t go through probate

• Health Care Instructions: write out your wishes for your health care when you become incapacitated

• Power of Attorney: with a durable power of attorney you can give a trusted person control over your finances when you are unable to

• File Beneficiary Forms: naming beneficiaries for your assets/property allows them to skip the probate process

• Life Insurance: if you own a property you may have high estate taxes when you pass, having a life insurance policy can help

• Funeral Expenses: you can set up a payable-on-death account at your bank and transfer money into it to pay for your funeral and related expenses

• Business Protection: if you own a business, a succession plan will ensure that your business is taken care of

An estate planning attorney can help you compile and fill out the documents necessary to have a strong estate plan that is not left to chance when you pass. It is never too early to consider your future and your beneficiaries. The Smith Willis Firm has vast experience providing estate planning services to our clients. Give us a call today to go over your case and to schedule a consultation!

Call Our Estate Planning Firm Today at (770) 766-5811

Super Lawyers Rising StarsWhatever your estate planning needs are, The Smith Willis Firm is here to help you protect what matters most. Duluth, GA Estate Planning Attorney Shevonn Willis can use her 15 years of extensive legal experience to provide advice on estate planning methods that can be used not only upon death, but during your lifetime to enable wealth to pass to your intended beneficiaries. The Smith Willis Firm can advise you in your estate planning needs, whether you are just beginning to build your estate or want to protect the wealth that you have already amassed.

We serve Duluth and the surrounding areas, including Johns Creek, Alpharetta, Norcross, Decatur and Buford. Free & confidential initial consultations available!

Providing Valuable Legal Counsel to Individuals & Businesses
The attorneys at our firm are dedicated to navigating individuals, families, small and mid-sized businesses through the complexities of their legal matters effectively. Life comes with its fair share of obstacles and roadblocks. When unexpected surprises arise that require legal action, whether it be a hefty business transaction or the need to draw up an estate plan, our firm is here to provide you with the top-notch legal counsel you deserve. See what some of our past clients have to say about our firm.
  • “Very professional, thorough, and knowledgeable. I highly recommend!”

    Katherine

  • “If you are looking for a lawyer who truly will care about you and your business, I recommend Shevonn Willis and her firm!”

    Jennifer

  • “Mrs. Willis is knowledgeable, professional, detail oriented and genuinely cares about her clients.”

    Kelly

  • “I trust Shevonn and believe that she has my best interest in everything we do. Highly recommended.”

    Robert

  • “I recommend SWF in the highest regard!”

    Chad

  • “Thank you, Shevonn, for being a trusted partner!”

    Tasha

  • “Most knowledgeable and experienced business lawyers in Gwinnett County. I would give them an A+ rating.”

    Phillip

We Help Our Clients Protect What Matters Most!

Trust The Smith Willis Firm to Champion Your Best Interests
  1. We have 15 years of experience.
  2. We are a team of skilled and seasoned litigators.
  3. We are highly respected in the Georgia legal community.
  4. We provide sound legal advice from a realistic point of view.
  5. We offer a large-firm experience in a personalized setting.
  6. Rated as a Super Lawyer Rising Star for three consecutive years
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