Georgia Estate Planning Automation

Estate planning documents. Built for Georgia attorneys.

From client intake to downloaded documents, Legacy Docs HQ handles the workflow so you can focus on the practice.

10 days free. No credit card required. Georgia-licensed attorneys only.

Built by a Georgia attorney. Aligned with current Georgia law.

THE WORKFLOW

From intake to documents in minutes

Send the intake form

Share a guided link with your client. They complete a detailed questionnaire covering assets, family structure, and estate wishes — no back and forth.

Review and generate

Receive completed responses in your dashboard. Review the intake, then generate the full document package with one click.

Download and deliver

All estate planning documents generate as professional Word files, ready to print or deliver to your client. The engagement letter is sent for e-signature directly in the platform.

WHAT YOU GET

A complete Georgia estate planning package

Every document aligned with current Georgia statutes.

✓Revocable Living Trust

✓Pour-Over Will

✓Last Will and Testament

✓Financial Power of Attorney

✓Healthcare Power of Attorney

✓Advance Directive

✓Assignment of Personal Property

✓Certificate of Trust

✓Affidavit of Trust

✓Engagement Agreement and Plan Design

Plus ancillary documents, funding instructions, trust ledger, and client summary packet.

PRICING

Simple, transparent pricing

Georgia WillSuite™

$79/mo

✓Dynamic Will Builder (individual or couple)

✓Financial & Healthcare Power of Attorney

✓Advance Directive / Living Will

✓Client intake automation

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10 days free, no credit card required

Georgia LegacySuite™

$179/mo

✓Everything in WillSuite

✓Revocable Living Trust drafting & amendments

✓Advanced Trust Mode (2025 tax & business provisions)

✓Pour-Over Will integration

✓Funding instructions with Georgia recording language

✓Privacy Affidavit for financial institutions

✓Memorial directive templates

✓Trust ledger & beneficiary tracker

✓Client-facing summary packet

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10 days free, no credit card required

Georgia FirmSuite™

$249/mo base + $79/seat

✓Everything in LegacySuite for every seat

✓Shared firm workspace with team dashboard

✓Role-based access: owner / admin / attorney / paralegal

✓Firm-wide client intake and document pipeline

✓Invite team members by email or join code

✓Centralized billing — one subscription

Custom onboarding included

Ready to simplify your estate planning practice?

10 days free. No credit card required. Cancel anytime.

Start Free Trial

Available to Georgia-licensed attorneys only.