Estate planning in Woodstock, GA
Estate planning documents, connected to the rest of your financial life.
The documents matter. So does making sure your beneficiaries, account titles, trust funding, and financial plan actually line up with them. I help you do both.
Why these documents matter
Estate planning is not just for the wealthy. Without a plan, assets may go through probate, family members can face delays and legal complications, and a court may end up making health care or guardianship decisions.
A few well-chosen documents keep those decisions with you and the people you trust.
Documents you can create through Wealth.com
Will
States who receives what you leave behind. It is also where you can name a guardian for minor children.
Revocable living trust
Holds assets during your lifetime and passes them to the people you choose, which can help your family avoid probate. You can change it as life changes.
Financial power of attorney
Names someone you trust to handle financial matters if you cannot.
Georgia Advance Directive for Health Care
Names a health care agent and records your wishes for medical care, so those decisions stay with people you chose.
HIPAA authorization
Allows the people you name to receive your medical information when they need it.
How the process works
You create your documents through Wealth.com.
You answer guided questions and create your own documents online.
I coordinate the process.
I connect your estate plan to your financial plan so the pieces line up.
You sign and notarize.
Local clients can sign in person with me in Woodstock.
Where financial planning and estate planning meet
Creating documents through me keeps them tied to your financial plan. That is the difference between having documents and having a plan that works the way you intended.
- Beneficiaries
- Retirement accounts and life insurance pass by beneficiary designation, not by your will. Those designations need to match your intentions.
- Account titling
- How an account is titled affects how it passes. Titles are reviewed alongside the documents.
- Funding the trust
- A trust only helps with the assets that are actually moved into it. Funding is where many plans quietly fall short.
- Spouse and survivor preparedness
- Survivor planning connects naturally to this work, so the person left behind knows what exists and what to do.
- Family and advisor access
- Family members and other advisors can be given secure access, and the plan is easier to update when life changes.
This work sits naturally alongside Retirement Paycheck Planning and the family situations described on What We Handle.
A note from Melissa
Estate planning is one of those things families know they should do, and it is easy to keep moving it to next year. I want to make it easier to get the documents in place and, just as importantly, to make sure they connect to the financial life you have already built.
Start with a conversation
We will talk through where you are, what documents you may already have, and how the process would work for your family.
20 minutes. No cost, no obligation.
Moss Wealth Management and LPL Financial do not provide legal advice or services. You create your documents through Wealth.com. This page is educational and is not legal advice; you may request or seek a consultation with an attorney for legal advice about your situation.