Ready to Take Control?
Your Future, Your Way … Get Started Today
Life can change in a heartbeat and if you haven’t planned for it, you’re leaving your life’s most important decisions – and your family’s future – in someone else’s hands. Don’t let Georgia lawmakers dictate how your life will play out or what will happen to your family and your assets when you’re gone.
At Morgan & DiSalvo, we realize that estate planning can be a difficult, overwhelming thing to think about, but it’s an incredibly important responsibility that must be handled properly for your sake, and your family’s. Give us a bit of your time and we’ll take the burden of uncertainty and worries about the future off your shoulders. We’ll join your aspirations with our expertise to develop a plan for your future that you fully understand and feel good about.
Together, we’ll safeguard what matters to you most and put control where it belongs – in your hands. Your future is yours … take charge of it today.
Contact Morgan & DiSalvo for your initial consultation:
Morgan & DiSalvo
5755 North Point Parkway, Suite 17
Alpharetta, GA 30022
(678) 720-0750
What You Can Expect Working with Morgan & DiSalvo
Below is a streamlined overview of our process, fees and timeline:
Initial Consultation
- Free, no-obligation consultation (up to 2 hours)
- Available in-person, via Zoom, or phone
- You’ll receive an Online Checklist and Asset Schedule to complete beforehand.
- Please share copies of any existing estate planning documents for review (e.g., Wills, Trusts, Powers of Attorney, Living Wills) in advance of the meeting.
Pricing (Individual)
- Basic Package (Will, Power of Attorney, Advance Directive): starts at $4,800
- Revocable Living Trust with Pour-Over Will: starts at $7,500
- Pricing will vary and depends on your specific needs and objectives as identified after our consultation and once the checklist and Asset schedule have been reviewed by us.
If you decide to engage our services after your initial consultation, you will be presented with an Engagement Letter. The signed Engagement Letter will need to be returned to us along with the first half of the fixed fee before your work is placed in line. The second half of the fixed fee will be due within 30 days after the drafts are mailed to you or the document execution meeting, whichever is earlier.
Timing
- All work is performed on a first come, first serve basis
- Current draft preparation: Within approximately 4 1/2 months of receiving a signed engagement letter and the initial payment (this timing is for Wills and not probate).
