Our Process

We Help Georgia Families Protect What Matters Most

A Proven Process Built Around Clarity, Comfort, and Peace of Mind

At Arch Legacy Firm, we’ve designed a clear, supportive process that makes estate planning easy to understand and even easier to complete. Whether you’re creating your first Will or Trust, updating an existing plan, or navigating probate after a loss, we walk beside you every step of the way. Our team of moms has helped over seven hundred families in Watkinsville and Athens and across Georgia build plans that reflect their values and protect their loved ones.

Learn About Estate Planning in a Relaxed, No-Pressure Setting

We believe estate planning should feel approachable, not intimidating. That’s why we host free community education events where you can learn the basics, ask questions, and meet our team in a warm, friendly environment.

Join us for:

Whiskey & Wills in Watkinsville, Monroe, Braselton, Jefferson, or Madison
Tacos & Trusts at our office in Watkinsville, GA
Tailored Webinars from the comfort of your own home
These events are fun, informative, and completely free. No sales pitch, just the estate planning essentials you didn’t learn in school.

See Upcoming Events

Let’s Get to Know Each Other

Every journey begins with a free 15-minute consultation. During this call, we’ll:

Tell you more about our process and fees
Answer your initial questions
Identify if our services will be a good fit
This is a no-pressure conversation to help you feel comfortable and confident about moving forward with your family’s estate planning.

Prepare For Your Meeting

Personalized Planning That Puts Your Family First

Once you’re ready to begin, we’ll schedule an hour and a half meeting to dive deeper. You’ll meet with one of our experienced estate planning attorneys at our Watkinsville or Lake Oconee office, or virtually if you prefer.

We’ll review:

What you own and how it’s titled
Your family dynamics and legacy goals
What would happen under your current plan (or lack thereof)

Then we’ll present custom-tailored options, including Wills, Trusts, special needs planning, business succession tools, and more, to help you decide what’s right for you.

You’ll leave this session with clarity and direction. No confusing legal terms. No one-size-fits-all documents.

Schedule Your Free Call

We Handle the Legal Details So You Don’t Have To

After your planning session, we’ll draft your documents and confirm the details with you to ensure everything is exactly how you want it. Once you’re satisfied, we’ll schedule a signing meeting so we can walk you through your documents and ensure that they are properly signed, witnessed, and notarized.

For Trust-based plans, we also guide you through funding your Trust, so your assets are actually protected, not just on paper.

Your Plan Should Grow with Your Family

Life changes. So should your plan. That’s why we offer ongoing support after your documents are signed. You’ll receive:

Open communication – no hourly bills when you call or email us
Automatic 3 year reviews to make sure your plan is up to date
Access to plan updates and amendments
Optional membership in our Legacy Membership Program
Continued guidance for titling assets into your Trust

We’re not just a one-and-done law firm, we’re your long-term legal partners.

For Probate & Trust Administration Clients

If you’re here because a loved one has passed and you need help with Georgia probate or administering a Trust, we’ll walk you through a separate but equally supportive process.

We’ll help you:

Decide if Probate is Necessary

Understand Your Legal Duties

File Petitions With the Court

Communicate With Family Members

Administer the Estate

We take the burden off your shoulders and help you move forward with peace of mind.

Our Promise to You

Flat fees. No hourly billing surprises.
Compassionate, approachable attorneys who explain everything in plain English
Local service with heart – right here in Watkinsville, serving Athens, Lake Oconee and surrounding Georgia communities

Schedule Today!