Estate Planning Attorney Alpharetta GA

Speak with a trusted Estate Planning Attorney Serving Alpharetta & Roswell.

No matter where you are in life, qualified estate planning attorneys near you in Alpharetta or Roswell can help you plan for your family’s future.

Learn more about what Attorney Stan Faulkner and his team can do for you. 

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Perigon Legal Services


300 Colonial Center Parkway
Suite 100
Roswell, GA 30076

Phone: (770) 268-2475
Email: [email protected]

Experienced Estate Planning Attorney, Alpharetta, GA

Author: Stan Faulkner, Founder, Perigon Legal Services, LLC

Mr. Faulkner is an experienced counselor and litigator with 15 years of experience, having held bar licenses in four states (Mo, Il, Ct and Ga). Stan Faulkner uses this experience and focuses his skills in the pursuit of assisting individuals in probate (trust and estate) matters, guardianships and conservatorships, estate planning, business disputes and contract disputes. Published on October 10, 2019, last updated on April 23, 2024.

A skilled lawyer, Mr. Stan Faulkner of Perigon Legal Services, is now practicing in an additional location in Alpharetta, Georgia!

Mr. Faulkner is a knowledgeable counselor and litigator with 15 years of experience. He has held bar licenses in four states, including Missouri, Illinois, and Connecticut, as well as Georgia. In addition to successfully litigating in both state and federal courts, he has argued cases in both the Missouri and Illinois Court of Appeals.

Mr. Faulkner focuses his abilities in the pursuit of helping people in a few key practice areas: estate planning, business law, and real estate law. Within these categories, common issues that the firm handles include business and contract disputes, guardianships and conservatorships, and probate matters.

At his new practice, the experience of the Perigon Legal Services team will be conveniently available for local individuals in need of these services. So, if you need any legal advice regarding tax planning, estate planning needs, and all sorts of very complicated estate planning documents, you can give us a call to book a free consultation with our legal professionals.

Estate Planning Attorney Alpharetta GA section

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Attorneys for Estate Planning

An estate plan is not reserved only for wealthy individuals. It is for anyone who has people they care about. Every adult in Georgia needs an estate plan that, at minimum, needs a will, a power of attorney, and an advance directive for health care.

Handling the complex legal concerns associated with estate planning is best done by local attorneys with expertise in these estate matters. Some of the issues attorneys can assist you with include the following:

  • Planning for the future medical care of your family
  • Establishing a plan for your family’s financial assets and property
  • Ensuring the wishes of the deceased are carried out
  • Paying final bills of the deceased and handling any remaining taxes due
  • Making sure beneficiaries receive their inheritance

Tax planning has become an integral part of estate planning. Implementation of these plans means making several legal documents, including wills, trusts (such as Irrevocable Life Insurance Trusts), and others. Preparing documents for legal issues such as Power of Attorney and Georgia Advance Directive for Health Care is also a good idea because these instruments can be quite useful.

For example, the medical power of attorney allows an individual to decide regarding his or her health in all other scenarios. On the other hand, an advanced medical directive expresses a person’s desires concerning the treatment in very specific circumstances, whereas a living will apply to situations where an individual is unlikely to recover from an unconscious terminal condition.

Helping Clients With Their Estate Planning Needs

Estate law and the whole estate planning process can turn out to be more complicated than people expect. That’s why it’s crucial to have a capable lawyer who has extensive experience in that field. They will let you know which legal options are available to you while making sure your best interests are looked out for.

At Stan Faulkner’s new Estate Planning Law Firm location, the right estate planning lawyer can explain complex legal terms and issues, as well as provide advice and advocacy.

Attorneys for Estate Planning

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Understanding Georgia Probate Law

Officials that handle Georgia probate law recommend individuals to consult and retain the representation of an experienced attorney when navigating complex legal matters.

Planning the estate and writing a will takes time and knowledge. It is, however, the best way to ensure your final wishes are understood and followed. The right law firm can ensure you know what options are available and which are best for your personal situation. In some cases, the right advance planning means that you are able to avoid the hassle and expense of probate court entirely.

Stan Faulkner and his team have experience handling matters of probate in the following local courts, as well as others.

Navigating the probate process can be daunting. Our firm simplifies this journey, ensuring that your loved one’s assets are distributed according to their wishes with minimal stress. From validating wills to settling debts and distributing assets, we provide comprehensive support every step of the way.

Probate Attorneys in Alpharetta, GA

In addition to the administration of estates, a probate lawyer consults on and provides representation and information for the following matters:

  • Filing guardianship for children
  • Filing guardianship for incapacitated adults
  • Filing conservatorship for children
  • Filing conservatorship for incapacitated adults

These law offices can also advise on living wills regarding your desires relating to end-of-life care, as well as specify someone to make medical choices on your behalf. These conversations can be difficult; however, they make the process easier on your loved ones if you have made them. If you contact the right Estate Planning Attorneys, they will make every effort to make it more comfortable and provide you with the most valuable information.

To find a reputable lawyer, contact those who are experienced in probate and estate services. On their comprehensive website, you can learn the information about the lawyer and proceed to a friendly consultation.

Georgia Probate Law

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Writing Wills in Georgia

A crucial step in the life of a forward-thinking adult is researching wills in Georgia. Most individuals will choose to compose at least one will in their lives. In fact, you can write a legally binding will when you are as young as 14 years of age. However, most people wait until they are fully matured, as the stakes are higher.

With that being said, writing a will doesn’t have to be a scary thing. You want to ensure your spouse, partner, and children are provided for, as well as account for any financial obligations that may be left extant at your time of passing. Plus, in the event that you become incapacitated, you likely will want to have some say in how you are cared for and what happens to you. Specifying what your wishes are in a Will allows you to do that.

A well-crafted will is the cornerstone of any estate plan. We tailor each will to reflect your unique wishes, ensuring your legacy is preserved, and your loved ones are cared for. Our expertise includes everything from simple bequests to complex arrangements for guardianship and asset distribution.

Hiring expert Last Will and Testament Georgia attorneys enable you to do the following:

  • Choose which of your loved ones will receive your property
  • Decide what happens to your assets after you’ve died
  • Leave a positive and loving legacy

Contemplating death is never an enjoyable endeavor, but with proper preparation, you can ease the potential burden on your family. Working with experienced law firms will make the process as easy as possible.


Get Legal Advice from Estate Planning and Wills Lawyer

A wills legal counselor provides a valuable service that can ease the challenges family members face when their loved one passes on. Death is not something that only strikes the elderly, so it’s best to be prepared. Those with young children should definitely visit an attorney to ensure that if worst comes to worst, your children are provided for in the way you’d want.

Writing a will enables you to make choices about who will care for your children in the case of an untimely death. This one decision can help your remaining family members avoid tension and uncertainty.

However, most estates would have to go through probate regardless of the created will. There are two forms of the probate administration process. In some cases, probate can be a daunting process because family members can contest the validity of the will, which can lead to estate disputes.

Estate law can be complicated, and that is why it’s essential to have a capable estate planning attorney on your side. Our trusted estate planning firm can help you with your estate documents and stand by your side if you are facing estate issues.

wills in georgia

Need Assistance With Writing Wills? Reach Out To Local Attorney

Navigating Guardianship and Conservatorship

Obtaining a guardianship or conservatorship is complicated but sometimes necessary, legal steps. In Georgia, guardianship is the process where a person (or a state entity) petitions the court for the right to act as the guardian for someone who they deem to be incapable of taking care of his or herself. When guardianship has been approved, the incapable individuals no longer have the right to make their own decisions.

On the other hand, a conservatorship is a process where one person (the conservator) is given control over the financial matters of another incapacitated individual. And while the conservator has no authority over the individuals’ personal affairs, their responsibilities include planning a budget, paying the bills, and filing taxes.

For a Georgia probate court to grant your request for guardianship and conservatorship, you need to prove that this extreme step is the only way to secure and protect the person’s safety.

An Estate Planning Law Firm specializing in guardianship can help you with your case.


Attorneys for Guardianships, Conservatorships, and More

Many people who have a vested interest in the financial and/or medical well-being of a disabled or elderly person benefit from a consultation with attorneys. These expert counselors can file for a conservatorship or guardianship. There are a few categories that may successfully request this action.

  • They are the spouse or domestic partner
  • They are a relative of the proposed conservatee
  • A friend of the proposed conservatee
  • State, a local entity, or an agency

When leaving assets to a disabled family member, you have to be careful not to make him or her ineligible for government benefits. That can be achieved by putting the money in a special needs trust. Special needs trust is a type of irrevocable trust. It is usually created for a person who qualifies for Medicaid or other government benefits.

In some circumstances, the conservatee may petition on their own behalf. Having the assistance of a qualified special needs planning attorney can make the process much more comfortable.

Guardianship and Conservatorship

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Understanding Elder Law in Georgia

Elder law includes a number of specific areas, such as estate planning, Medicaid preparation, and special needs trusts. One of the aspects of elder law in Georgia that Estate Planning Lawyers can assist you with is conservatorship information.

Elders often experience increasing medical insurance needs, difficulty identifying adequate housing needs, and trouble paying for their own needs over time. Conservatorship over their affairs can be a necessary step. If things aren’t quite to that point, contact elder law attorneys that can also help you set up Medicaid trusts and other legal services that help protect the assets and plan for the future of your loved one.

Elder law encompasses more than just planning for the future; it’s about protecting the rights and dignity of seniors today. Our services include guardianship, long-term care planning, Medicare/Medicaid planning, and advocating for elder rights, ensuring seniors receive the respect and care they deserve.

Do not let your disabled or elderly family member become the victim of their issues or the villainy of others. Perigon Legal Services attorneys in both the Alpharetta and Marietta locations can direct you through the process.


Need an Estate Planning Attorney Alpharetta GA?

If you are looking for an experienced estate planning attorney in Alpharetta, GA, you must have to pay attention to several factors. Make sure the attorney you are going to work with holds relevant experience and expertise in this area and has enough capabilities to guide you through the right process.

As there are various law directories available online with endless listings of competent lawyers, make sure you are not blind because of their experience claims. Pay a personal visit and ask them all questions you have regarding your case and assess whether they provide a satisfactory answer to your question under given conditions or not.

An experienced attorney will be able to read your mind and mental state right away. She/He will give you the most satisfactory answer and help you clarify all of your questions regarding your case. As a result, you will have a clear vision of your legal options and action plan.

It will be easier to meet the lawyer in person because many lawyers offer a free initial consultation.


Choosing the Right Law Firm in Alpharetta, GA

If you need advice regarding Georgia estate planning, probate process, wills, trusts, and other legal documents to make a comprehensive estate plan, search for law firms that have experience in these areas.

It’s never too early to start planning ahead, regardless of whether you are older or younger. Creating a comprehensive estate plan can ensure that your wishes will be honored after you become incapacitated or die.

Although you can find many examples of appropriate documents such as wills and trusts online, as well as draft documents by yourself, consider hiring a lawyer who has extensive experience in the estate planning process. That way, you can make sure your estate planning needs are taken care of, and the possibility of estate disputes is minimized.

Dealing with knowledgeable and qualified lawyers can assist you in your estate planning preparations. Contact Perigon Legal Services for a consultation. Develop a lifelong relationship to handle all of your changing legal needs.

Elder Law Georgia

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Benefits of Personalized Estate Planning Services

Personalized estate planning services offer tailored solutions that cater to the unique needs and desires of each client. These bespoke services are not merely transactional; they are relational, ensuring that every aspect of an individual’s estate is carefully considered and aligned with their specific life circumstances and goals. For instance, a comprehensive estate plan crafted by a seasoned attorney can help minimize the tax liabilities for heirs, ensuring that more of one’s legacy is passed on rather than absorbed by taxes.

Moreover, personalized planning provides peace of mind by securing the future of one’s dependents. With the correct legal instruments in place, such as wills, trusts, and healthcare directives, individuals can rest assured that their wishes will be honored, and their loved ones cared for, even in their absence. Statistics indicate that 40% of Americans lack a basic will, highlighting the need for increased awareness and engagement with competent legal advisors to prevent potential disputes and hardships.

In essence, choosing a personalized estate planning service means opting for a future where your wishes are meticulously executed, and your financial and emotional legacy is preserved for generations.

Benefits of Personalized Estate Planning Services

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Frequently Asked Questions (FAQs) About Estate Planning

What Is the Difference Between a Will and a Trust?

A will outlines your wishes regarding the distribution of your assets after your death, while a trust can begin distributing assets before death, at death, or afterwards. Trusts also offer privacy and can reduce estate taxes and legal challenges.

How Often Should I Update My Estate Plan?

It’s wise to review your estate plan every three to five years or after significant life events such as marriage, divorce, the birth of a child, or the acquisition of substantial assets.

Is Estate Planning Only for the Wealthy?

No, estate planning is crucial for anyone who wishes to manage their assets, ensure the care of their loved ones, and express their health care preferences in emergencies.

Estate Planning

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331 Washington Avenue
Marietta, GA 30060

300 Colonial Center Pkwy #100 Roswell, GA 30076



Monday – Friday



(770) 268-2475