Estate Planning Attorneys in Atlanta, GA | Dynamic Estate Planning

At Dynamic Estate Planning, we believe that an estate plan is more than just a set of legal documents. It’s a roadmap for the future that not only protects your personal interests, but also those of your loved ones. Contact us today at 404-991-6511 to speak with our estate planning attorneys in Atlanta, GA.

At Dynamic Estate Planning, we have been creating customized legal documents for clients from all walks of life, ranging from individuals and families to small businesses and corporations. By listening closely to the needs of our clients, we can provide a unique perspective on how their future will be impacted by the decisions that are made today. This is why we do not use pre-made forms when creating an estate plan, but rather work with each client to develop a tailored solution based on their specific needs and circumstances.

Dynamic Estate Planning offers a wide range of Dynamic Estate Planning™ solutions that evolve together with the changes in state, federal, and tax laws, as well as changes in the client’s family composition and asset structure. Dynamic Estate Planning’s Dynamic Care Program™ is here to help you create an estate plan that grows with you, not one that you must grow into. Our estate planning attorneys will provide updates and reminders to your estate plan as your life changes, so you always have the most up-to-date legal documents governing your assets.

Comprehensive and Personalized Estate Planning Services in Atlanta, GA

At Dynamic Estate Planning, our specialty goes above and beyond basic estate planning. Our estate planning attorneys in Atlanta, GA work with each client to provide a comprehensive estate plan that not only addresses the legalities associated with maintaining their financial affairs, but also focuses on minimizing taxes and distributing assets as efficiently as possible.

We create plans that address:

• Last Wills and Testaments
• Durable Powers of Attorney
• Georgia Advance Directives for Healthcare
• Trust Planning, including Testamentary Trusts, Revocable Living Trusts, Irrevocable Trusts, Special Needs Trusts, and Life Insurance Trusts
• Charitable Planning
• Business Succession Planning
• Intergenerational Planning
• Family Limited Partnerships
• Transfer/Estate Tax and Income Tax Minimization Strategies
• Asset Protection Planning
• Contested Estates
• Probate and Trust Administration
• Disability and Incapacity Planning (Guardianship and Conservatorship)

We leave no stone unturned to make sure that your estate plan provides you with the peace of mind you deserve.

Dynamic Estate Planning™

At Dynamic Estate Planning, we believe that there is no one-size-fits-all solution when it comes to estate planning, which is why we have developed our very own Dynamic Estate Planning™ packages that are designed to provide you with the structure and guidance that you may not be able to find elsewhere.

Our Dynamic Estate Planning™ products include:

My First Will™

My First Will™ is a basic but highly effective estate planning tool that provides you with a will, financial power of attorney, and advance healthcare directive personalized to your needs. The process of applying for My First Will™ is straightforward. Just fill out a detailed questionnaire and submit it along with the filing fee and a few additional documents, and we will take care of the rest.

At a time that is convenient for you, the signing of your My First Will™ documents will be scheduled in our office and attended by one of our experienced estate planning attorneys. At that time, we will go over the details of your estate plan to make corrections as necessary, and answer any questions that you may have.

My First Will™ Requirements

• Individuals and spouses under 40
• Children from current marriage only
• Net worth less than $1 million
• Same beneficiaries for both spouses

Products Under My First Will™ Plan

• Will
• Financial Power of Attorney
• Advance Healthcare Directive

Foundational Plan

Dynamic Estate Planning has created the Foundational Plan as your comfortable entry point into comprehensive estate planning. This plan provides you with a will, financial power of attorney, and advance healthcare directive but also includes trust planning and trust funding, to secure your family’s current and future estate planning needs. Our Foundational Plan is designed to be a flexible, comprehensive solution for individuals who want a more inclusive estate plan without the need for extensive customization.

Our Foundational Plan also comes with a free 12-month Essential Care Program that gives you exclusive access to trusted legal counsel, estate planning support, and financial guidance to ensure that all of your questions are answered. Our Essential Care Program also allows you to update your estate plan to comply with the ever-changing laws and tax directives, keep up with your goals and values, and optimize your estate plan.

Products Under the Dynamic Estate Planning Foundational Plan:

• Will
• Financial Power of Attorney
• Advance Healthcare Directive
• Revocable Trust
• Testamentary Trust
• Funding of one parcel of real estate
• Instructions provided to fund other assets
• Free Essential Dynamic Care Plan for 12 months

Signature Plan

Dynamic Estate Planning’s Signature Plan is designed to meet the needs of individuals and families with larger estates. Our Signature Plan is ideal for those who want to take control of their personal affairs and leave a legacy behind through their estate plan. In addition to wills, powers of attorney, and advance healthcare directives, our Signature Plan includes revocable living trusts and trust funding services, allowing a trustee to act in your best interests when you are not able to do so yourself. Your children, grandchildren, and other heirs can also be secured with the inclusion of testamentary trusts and beneficiary-controlled trusts, meaning your support and wishes for their future financial stability will be firmly addressed.  

Our Signature Plan also comes with a free 12-month Essential Care Program that provides you with the flexibility to adjust your family and estate plan according to your changing needs and goals.

Products Under the Dynamic Estate Planning Signature Plan:

• Will
• Financial Power of Attorney
• Advance Healthcare Directive
• Revocable Living Trust
• Trust Funding Services
• Testamentary Trusts
• GST Planning – Estate and Generation-Skipping Transfer Tax Exemptions
• Beneficiary Controlled Trust
• Free Essential Dynamic Care Plan for 12 months

Transformative Plan

Dynamic Estate Planning has created the Transformative Plan as the ultimate estate planning solution for our clients. This estate planning package provides more than just legal documents, it offers education and guidance throughout the entire process of building your family’s legacy. Our Transformative Plan begins with an expertly crafted will, which can be tailored to meet your objectives while taking into account any special circumstances that may affect you or your immediate family members.

Our Transformative Plan allows for the basic documents of estate planning, including wills, financial powers of attorney, and advance healthcare directives but also include advance estate planning tools to secure your family’s future. It includes revocable living trusts, testamentary trusts, retirement plan trusts, and trust funding services, as well as advance planning related to IRA, 401(k), pension, profit-sharing, and assets. It even encompasses protection for your young adult children, through financial powers of attorney and advance healthcare directives. 

Our Transformative Plan comes with a free 12-month Elite Dynamic Care Program, which is our best and most comprehensive estate planning care plan. It is designed to provide our clients with the ability to adjust their family and estate plans according to their changing needs, values, and priorities. 

Dynamic Estate Planning is dedicated to providing you with the most extensive estate planning instruments available to secure your assets and protect your loved ones for generations to come. 

Products Under the Dynamic Estate Planning Transformative Plan:

• Will
• Financial Power of Attorney
• Advance Healthcare Directive
• Revocable Living Trust
• Trust Funding Services
• Testamentary Trust
• Beneficiary Controlled Trust
• GST Planning – Estate and Generation-Skipping Transfer Tax Exemptions
• Retirement Plan Trust
• Advance planning of IRA, 401(k), Pension, Profit sharing and Assets
• Financial Power of Attorney for Young Adult Children
• Advance Healthcare Directive for Young Adult Children
• Free Elite Dynamic Care Plan for 12 months

Dynamic Estate Planning’s Dynamic Care Program™

At Dynamic Estate Planning, all of Dynamic Estate Planning™ packages can be supplemented by an annual care program to provide you with peace of mind and ensure your estate plan is kept up to date as your life changes. 

Our Dynamic Care Program™ is an ongoing benefit that allows our clients to take control of their family’s future as it evolves. The program provides you with the opportunity to adjust your estate plan according to your changing needs. It also gives you the freedom to adjust beneficiary designations and make other changes you may not have thought of during the initial planning process. Importantly, you simply have to pay a low-cost, one-time annual fee to enjoy all the benefits that our Dynamic Care Program™ offers. 

Dynamic Care Plan Levels

• Essential Dynamic Care Plan
• Elite Dynamic Care Plan

Let us keep you up to date. It shouldn’t be the other way around. Our Dynamic Care Program™ is designed to evolve with:

Tax Changes

• State Tax Changes
• Federal Tax Changes

Family Circumstance Changes

• Trust Beneficiaries
• Adding a Bequest
• Adding or Removing a Charitable Beneficiary

New Asset Changes

• Accounts
• Certificates of Deposit
• IRAs
• Real Estate 

Secure Your Legacy with Dynamic Estate Planning Today

At Dynamic Estate Planning, we will help you create a family legacy that will flourish for generations to come. We invite you to explore our estate planning packages and learn more about Dynamic Estate Planning™.

Contact us today at 404-991-6511 to schedule an appointment with one of our expert estate planning attorneys in Atlanta, GA. We look forward to serving you and your family as we build a strong foundation for your future together.