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Estate Planning

Quality Estate Law. Offering peace of mind and a secure future.

Preserving your family’s wealth for future generations

Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, Daffner Law Firm, L.L.C. can help with all aspects of your estate plan, including:

  • Beneficiary designations for life insurance and retirement plans

  • Choosing the appropriate executor

  • Estate, gift, and generation-skipping transfer tax planning

  • Financial power of attorney

  • Guardianships and conservatorships

  • Grantor retained annuity trusts

  • Living trusts

  • Life insurance trusts

  • Planning for incapacity

  • Qualified personal residence trusts

  • Special needs trusts

  • Techniques to avoid probate

  • Wills drafting

Estate planning documents are extremely flexible and can be designed to fit your unique needs. Daffner Law Firm LLC, works closely with you to determine your goals and create precise instruments to carry out your intentions.

 

Securing your legacy

You’ve worked hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you great comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.

Probate Administration

We have years of experience in the probate process assisting heir, executors, and personal representatives in matters of estate administration and probate.

Changing your will

As your life changes, so might your estate plan. You should update your will periodically throughout your life. Our attorneys draft valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Appointment of guardians

If you have minor children, your will allows you to make decisions about their future care. Naming a guardian is especially important if you are a single parent, but even married couples must consider the remote possibility of perishing in a common incident. If you do not name a guardian, the court will appoint one whose decisions may be in conflict with your parenting goals. You can also make arrangements for your pets’ care in your will, even naming a guardian to assume ownership.

Contact an estate planning law firm you can trust.

For comprehensive estate planning services in Atlanta and throughout Georgia, call Daffner Law Firm, L.L.C. at (678) 608-1554 or contact us online to schedule a consultation.

Wills, trusts and probate section. Image shows alphabet blocks spelling out Assets.

Wills, Trusts & Probate

Knowledgeable Atlanta Estates Attorneys Draft and Probate Wills

GEORGIA LAWYERS ADVISE AND REPRESENT TESTATORS AND EXECUTORS

 

Daffner Law Firm, L.L.C. provides a full range of services for wills: drafting, review, amendment, revocation, execution and probate. We provide reliable guidance for testators and executors. Our experience in the probate court, resolving issues related to the validity of wills, enables us to provide practical advice for testators from all walks of life. Similarly, our work in the formation of wills gives us keen insight into how executors should interpret various aspects of a will that may initially seem unclear. Whether you are a testator formulating an estate plan or an executor implementing a decedent’s wishes, Mallernee, Branch & Daffner L.L.P. can simplify many complex aspects of the tasks before you. We offer pertinent and personal legal advice to obtain the results you need in a timely manner with the least stress possible.

EXECUTING A VALID AND EFFECTIVE WILL

Executing a valid will is rather simple; executing an effective will takes a bit more work. The probate court approves a will if it finds the document was executed intentionally and freely by a person of sound mind, is written in clear, unambiguous language and is signed and witnessed. That’s really the easy part. To be effective, your will must be comprehensive, covering the full range of your worldly possessions and your deepest concerns, and contemplating various contingencies. We work closely with you to memorialize your intentions completely and instructing that they be carried out in the most efficient manner possible.

Once executed, your will remains your final statement of your intentions until you amend or revoke it. We recommend reviewing your will every three to five years and updating it to reflect your current wishes.

PROBATE ATTORNEYS GUIDE EXECUTORS THROUGH EVERY STEP OF THE PROCESS

Most executors have never probated a will; many are surprised to learn the decedent’s will named them as the responsible party. We provide indispensable service for executors who have no prior experience in the probate court on matters that include:

  • Filing the will with the Georgia probate court

  • Developing the best strategy for fairly and expeditiously settling the estate

  • Finding and assembling assets

  • Pay creditors and claimants

  • Collecting amounts owed the estate

  • Closing and opening bank accounts

  • Transferring assets from the deceased to the estate

  • Paying current and delinquent taxes as well as estate taxes

  • Valuing, managing, preserving and liquidating the estate

  • Locating beneficiaries

  • Hiring experts, when appropriate

Executors can easily make mistakes due to inexperience, stress and hasty decisions. This can be costly, as executors can be held personally liable for beneficiaries’ losses. We guide executors through every step of the probate process, with reliable, detailed advice, so you can settle the testator’s estate as efficiently, quickly and easily as possible.

CAPABLE MANAGEMENT OF PROBATE DISPUTES

Even in apparently straightforward estate cases, there are sometimes disputes between disappointed beneficiaries and the will’s executor. When representing executors, our attorneys demonstrate the utmost professionalism in negotiations and in the courtroom. Whether the issue is a will challenge or an accusation of mismanagement of estate assets, we advocate vigorously for the testator’s estate and the executor.

 

Contact our experienced and knowledgeable probate lawyers

Daffner Law Firm, L.L.C. provides will and probate court services in Atlanta and throughout Georgia. Call us at

404-875-4000 or contact us online to schedule a consultation.

CONTACT US

Address

2200 Century Parkway NE

Suite 950

Atlanta, GA 30345

Email

jason@daffnerlawfirm.com

maureen@daffnerlawfirm.com

Phone

Office  (678) 608-1554

Fax (404) 795-2048

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