Frequently Asked Questions
We know legal planning can feel overwhelming, especially if you’ve never done it before. That’s why we’ve created this FAQ page to give you straightforward, compassionate answers to the most common questions we hear from families just like yours.
Still have questions? We’re happy to help. Schedule a free 15-minute call, and we’ll walk you through it.
Estate Planning FAQs
Do I really need an estate plan if I’m not wealthy?
Yes. Estate planning isn’t just about money, it’s about making decisions for your family, naming guardians for minor children, avoiding court delays, and making things as easy as possible for your loved ones if something happens to you.
What’s the difference between a Will and a Trust?
A Will goes through probate (a public court process), while a Revocable Living Trust can avoid probate and keep things private making it a much easier process for your loved ones. A Trust also helps manage assets if you become incapacitated. Most of our clients use both in their plans.
How often should I update my estate plan?
We recommend reviewing your plan every 3–5 years or any time there’s a major life change, like a new child, marriage, divorce, death in the family, or major asset purchase/sale.
Can I just use an online legal service?
Online templates don’t account for your family dynamics, state-specific laws, or asset structure. A personalized plan from an attorney protects your loved ones and prevents costly mistakes.
Probate & Trust Administration FAQs
What is probate, and how long does it take in Georgia?
Probate is the legal process of settling someone’s estate after they pass away. Even uncontested cases in Georgia typically take 6–12 months. We can guide you through the entire process with compassion and efficiency.
What does a Trustee have to do after someone dies?
Trustees are responsible for notifying beneficiaries, gathering assets, paying debts and taxes, and distributing property. We help Trustees navigate this process step by step to ensure everything is done legally and thoughtfully.
Is probate always required?
Not always. If your loved one had a fully funded Revocable Living Trust or all their assets had proper beneficiaries, probate may not be needed. We can review the situation and let you know.
Special Needs & Elder Law FAQs
What is a Special Needs Trust, and why would my child need one?
A Special Needs Trust (or Supplemental Needs Trust) lets you leave money or assets to your child without disqualifying them from vital government benefits like SSI or Medicaid. It ensures they’re cared for without disrupting eligibility.
What’s the difference between Medicaid planning and elder law?
Medicaid crisis planning is last-minute, often when someone is already in a nursing home, and is often cost prohibitive. At Arch Legacy Firm, Attorney Allie Adkins focuses on proactive long-term care planning to help families prepare well in advance.
How do I plan for a loved one with dementia?
We help you set up powers of attorney, healthcare directives, and Trusts early, before cognitive decline becomes advanced, so your loved one can stay in control and avoid guardianship court.
Business & Tax Planning FAQs
Do I need an estate plan if I own a business?
Absolutely. You need a plan for what happens to your business if something happens to you, whether that means passing it to family or preparing it for sale. We also coordinate with high-net-worth partners in Tennessee and Florida for advanced strategies.
Can you help with estate tax planning?
Yes. We provide foundational planning and then partner with trusted experts like Jay Adcox (Legacy Law) and AJ Yolofsky (Yolofsky Law) to leverage trusts in states with more favorable tax laws.
Process & Pricing FAQs
How much does estate planning cost?
We offer flat-fee packages based on your needs, not hourly billing. Our prices typically range from $2000-7000 depending on your specific goals and situation. Schedule a free call to learn more.
What is your process like?
We begin with a free discovery call, then hold a deep-dive planning session with our experienced attorneys, draft your custom documents, and handle all the signing and guide you through ensuring your trust actually works.
Do you work with clients outside of Watkinsville?
Yes! While we’re based in Watkinsville and serve many clients in Athens, Monroe, Jefferson, Madison, Braselton, Lake Oconee, and throughout Georgia.
Still have Questions?
We’re here to help, not to pressure you. Schedule a free 15-minute consultation and get the clarity you need to move forward.
📞 Call: 706.352.9060
📧 Email: info@archlegacyfirm.com
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