ESTATE PLANNING

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NEXT STEPS – SCHEDULE A LEGACY PLANNING SESSION

Get Started With Our Legacy Planning Session

Our Legacy Planning Session is not your typical initial consultation.  During your Session, we guide you and help you organize your assets and resources so you can finally relax about what you have and what protection you need.  The Session is a real working meeting where you will:

  • Choose the Right Guardians for Your Children
  • Get Your Financial House in Order and Keep it that Way
  • Confirm You Are Making Smart Financial Choices About Things Like Saving for College, Keeping Your Money Safe and Buying Life Insurance;
  • Ensure Your Kids (& Spouse) Are Prepared for Life Without You
  • Discover How To Legally Avoid ALL Estate Taxes & Keep Your Family Out of Court
  • Learn the Secret to Protecting Your Kids’ Inheritance From Lawsuits and Divorce
  • Discover How to Leave Your Loved Ones a Gift Far Greater Than All the Money in the World

How to Schedule Your Legacy Planning Session

  1. Call (770) 685-9501 and schedule your meeting. (This will usually be 2-3 weeks after you contact us.) The Legacy Planning Session is $450 unless you attend a Faulkner Law Workshop (see events page).  The fee may also be waived if you are referred by an existing client or have received one of our promotions.
  2. After you have scheduled your meeting, you must return your Personal Information Form at least 72 hours before your scheduled meeting.  The Form provides your attorney with the information necessary to make the meeting most valuable to you and your family.

What happens at the Initial Meeting?

At your meeting with the attorney, which usually lasts 1-2 hours, we will review your concerns and goals and identify the best ways for you to ensure your legacy and financial security for your family.  We will also look at how to make things as easy as possible for your loved ones after you are gone.

By the end of the meeting, you should understand your planning options, what they will cost and whether Faulkner Law is really the right firm for you.  If you decide we’re not a great fit, that’s okay!  We are happy to refer you to another attorney that better fits your goals.

Who will you meet with?

All potential clients meet with Faulkner Law founder, Stan Faulkner. Born and raised in St. Louis Missouri, Stan has practiced law for over 15 years, and in that time he’s helped hundreds of families achieve peace of mind through planning.  It’s his passion. You can learn more about Stan here.

Call to schedule your Legacy Planning Session today!

HOW WE’RE DIFFERENT

Let us show you the difference.

We speak different than most lawyers, we talk more like you than most of our colleagues.  That’s because we are you — first and foremost, we are entrepreneurs, business owners , and families just like you who understand what it takes to start a business, grow a business, and turn that business into a venture that improves the world forever.

During the traditional experience, you’ll go in and meet with a lawyer who will often make things seem very complicated and confusing. You’ll have a good idea your lawyer is smart and seems to know what she’s doing, so you’ll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family and for your business, you’ll have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved you got THAT taken care of.

Our clients have a far different experience. We realize that every one of our clients have different objectives. We take great pride in giving each of our clients individualized representation, and laying out all the possible outcomes of a case. No one case is the same as the next, and we are dedicated to helping you understand the laws that affect your particular case.

ESTATE PLANNING SERVICES

Our thoughtful estate planning packages provide varying levels of protections, suited to your unique goals and needs.

BASIC WILL PACKAGE

Does Not Include Probate Avoidance, Power of Attorney or Advance Directive.

 

PREMIUM WILL PLAN

Includes Testamentary Trust, Guardianship, Power of Attorney and Advance Directive.    

 

REVOCABLE LIVING TRUST PLUS

Includes Deed and Asset Transfer, Power of Attorney and Advance Directive.

BASIC WILL PLUS

Includes Power of Attorney and Advance Directive.

 

REVOCABLE LIVING TRUST

Includes Power of Attorney and Advance Directive. Does Not Include Deed and Asset Transfer.

 

PREMIUM TRUST PLAN

Includes Sub Trusts, Guardianship, Deed and Asset Transfer, Power of Attorney and Advance Directive.

WILLS AND TRUST

Don’t Wait To Draft Your Most Important Documents

Do you need help writing a will or trust? If so, contact Faulkner Law Offices, LLC. Stan Faulkner excels at drafting wills for clients throughout the region. By composing an ironclad, error-free will or trust, you’ll help your heirs avoid the delays and complications of an extended probate ordeal.

Stan Faulkner can help you:

  • Decide what will happen to your assets after you’ve passed away.
  • Choose which of your heirs will receive your most valuable property.
  • Leave a positive legacy for your loved ones.

Stan can provide you with the documents needed to meet your goals. Call 770-685-9501 to request a Legacy Planning Session.

 

FORM A TRUST

If you want to make a major impact with your assets and property, forming a trust is the way to do it. Faulkner Law Offices will make the process easy. Call 770-685-9501 today to schedule a Legacy Planning Session.

GUARDIANSHIP

Stan Faulkner Has Been Tackling Guardianship Cases Since 2001

Is one of your family members mentally disabled? What can you do to make sure their affairs are taken care of? Hire Stan Faulkner at Faulkner Law Offices, LLC to establish guardianship.

Our lead attorney has years of experience helping Atlanta and Marietta residents plan for the future of their estates. He can help you do the same for your loved one. He’ll present a prepared case for the court so you have the best chance at your desired outcome. Get in touch with us today to make your request.

 

We’ll prove guardianship is the only way.

For the court to grant your petition of guardianship, you must prove guardianship is the only option to meet your loved one’s needs. Our attorney will help you build a case to prove the alternatives to guardianship will not work for your loved one. Some alternatives to guardianship for financial decisions include:

  • Power of attorney
  • A substitute payee for public benefits
  • Informal arrangements
  • Joint title on bank accounts and other property
  • Living trusts

If none of those alternative options will work for you, reach out to Faulkner Law Offices, LLC to start the court process.

CONSERVATORSHIP

Take Over Your Elderly Parent’s Financial Responsibilities

When you need to establish conservatorship over a family member, Faulkner Law Offices, LLC can guide you through the process. Our lead attorney, Stan Faulkner, knows how difficult it can be to manage the finances of an elderly or dependent family member on top of your own. He’s been helping Atlanta and Marietta, Georgia families in similar situations since 2001, and he’d be happy to pass his knowledge to you.

Don’t let your elderly or disabled family members lead themselves to financial ruin. Call our offices today at 770-685-9501 to discuss your options.

 

WHO CAN FILE FOR CONSERVATORSHIP?

A number of people interested in the financial or medical well-being of an elderly or disabled person can file for a conservatorship. You can file if you’re a:

  • Spouse or domestic partner of the proposed conservatee.
  • Relative of the proposed conservatee.
  • State, local entity or agency.
  • Friend of the proposed conservatee.

The proposed conservatee can also file for conservatorship for themselves. If you’re ready to take over the finances or medical care of a loved one, contact us today.

Licensed in Georgia

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Faulkner Law is a boutique business and estate planning law practice that provides legal advice to some of the most innovative creatives and emerging entrepreneurs in the Atlanta, GA area. Faulkner Law serves all of Atlanta, Georgia, along with Cobb County, Cherokee County, Fulton County, Forsyth County, Dekalb County, Gwinnett County, and Douglas County.

(770) 685-9501 | 
331 Washington Avenue, Marietta, GA 30060