Georgia Estate Planning Resources

Explore videos, answers, and tools to help you understand and plan with confidence.

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Start with the Basics

What Is Estate Planning? (And Why It Matters More Than You Think)

Georgia Estate Planning Checklist: What to Do First

Trust vs Will: How to Decide What You Actually Need (Most People Get This Wrong)

Estate Planning Videos

What Happens If You Become Incapacitated Without Estate Planning?

5 Estate Planning Mistakes Families Regret

Common Georgia Estate Planning Questions

  • It depends on your situation.

    Many people in Georgia use a will as the foundation of their estate plan. Others choose a trust-based plan to help avoid probate, maintain privacy, or provide more control over how assets are managed and distributed.

    The right approach depends on your goals, the type of assets you own, and your family situation.

  • If you pass away without a will, Georgia law determines who receives your assets.

    This process is called intestate succession. Your assets typically go to your closest relatives—such as a spouse, children, or other family members—based on a legal formula rather than your personal wishes.

    This can lead to outcomes you may not have intended.

  • Probate is the court process used to settle an estate.

    In Georgia, probate can range from relatively simple to more involved, depending on the size and complexity of the estate and whether there are any disputes.

    Assets held in a trust or with designated beneficiaries may be able to pass outside of probate.

  • The timeline varies.

    Some estates can be settled in a matter of months, while others may take longer—especially if court involvement is required or complications arise.

    Planning ahead can help reduce delays and simplify the process for your family.

  • A complete estate plan often includes:

    • A will or trust

    • A financial power of attorney

    • An advance healthcare directive

    • Beneficiary designations for certain assets

    The specific documents you need depend on your goals and circumstances.

  • A power of attorney allows you to name someone to handle financial matters if you are unable to do so.

    Without one, your family may need to go through a court process to gain authority to act on your behalf.

  • In some cases, yes.

    Certain assets—such as those held in a trust or with beneficiary designations—may pass outside of probate. Other strategies may also be available depending on your situation.

    Not everyone needs to avoid probate, but it’s something many people consider when planning.

  • It’s a good idea to review your plan periodically and update it after major life events, such as:

    • Marriage or divorce

    • Birth of a child or grandchild

    • Significant changes in assets

    • Moving to or from Georgia

    Keeping your plan current helps ensure it continues to reflect your wishes.

Estate Planning Starter Workbook

A simple worksheet designed to help individuals and families organize the key information needed for estate planning.

Completing the workbook can help clarify planning goals, identify important assets, and prepare for conversations with an estate planning professional.

17-page fillable PDF
Download instantly — no email or signup required

The Estate Planning Starter Workbook is designed to help individuals and families begin organizing the information commonly needed for estate planning.

Completing the workbook can help clarify planning goals, identify important assets, and prepare for conversations with an estate planning professional.

This workbook may be helpful if you:

  • want to begin organizing your estate planning information

  • are thinking about creating or updating an estate plan

  • want to better understand your assets and beneficiaries

  • plan to meet with an estate planning attorney in the future

  • want to organize information for your family

What the workbook includes:

  • Personal and family information

  • Asset and property overview

  • Beneficiary designations

  • Planning goals and priorities

  • Notes and questions for future planning discussions

Many people find it helpful to complete the workbook before meeting with an estate planning attorney or beginning the planning process.

Georgia Contributing Attorney

Adam S. Hicks
Lanier Legacy Group LLC
Gainesville, Georgia
Phone: 770-282-4541
Website: https://lanierlegacylaw.com/