
Our Process is Refreshingly Uncomplicated
Getting started is all handled online via our secure client portal and online payment.
We personally guide you through the information gathering. No lengthy intake forms.
The first draft contains an easy to read summary and personalized explanation video.
Final documents are signed and notarized at your home or in one of our offices most convient for you.
Taurean Stephenson, Esq.
Founder and Managing Attorney
WHAT TO EXPECT IN YOUR
PEACE OF MIND PLANNING SESSION
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I will answer all of your questions and listen as you share your goals, concerns, and objectives
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I'll map out your options including a Will versus a Trust, so you can make educated and informed decsions about what is best for your family
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I'll thorougly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
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Then, if we decide we're a good fit to work toegther, we'll discuss next steps. And if not, that's fine too!
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Either way, you'll leave our session clearer than ever before about what you really need (and really don't need!) to protect your family and assets
Client Testimonials

FAQ
Have questions about estate planning? Find answers to some common queries below:
Importance of Planning
Estate planning is crucial for safeguarding your assets and ensuring your wishes are carried out effectively. It offers peace of mind and security for you and your loved ones.
Updating Your Plan
It is recommended to review your estate plan regularly, especially after major life events such as marriages, births, or significant financial changes. This ensures your plan remains up-to-date and aligned with your current circumstances.
Essential Documents
Key documents include wills, trusts, powers of attorney, and healthcare directives. These legal instruments form the foundation of a comprehensive estate plan, facilitating a smooth transfer of assets and decision-making processes.
Role of an Attorney
An estate planning attorney provides expert guidance on legal matters, helps you navigate complex laws, and ensures your estate plan is legally sound and tailored to your specific needs.
What is our process?
We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in 6-8 weeks:
* The first step is to attend your Peace of Mind Planning Session. You’ll fill out a secure online questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. At this Zoom session, you’ll learn all about your options and our flat fees. When you are ready to move forward, we’ll email you an engagement letter and invoice, both of which can be executed online.
* Next is your Estate Plan Design Meeting. We’ll roll up our sleeves and design your trust and other estate planning documents, working off the information you provided in your Family Profile. After this session, I’ll draft your documents, and send a copy for your review about two weeks later. We’ll then make any changes or updates you’d like to make. When everything is good to go, we’ll coordinate an in-person Signing Ceremony.
*Your Signing Ceremony is where you’ll sign your documents with the proper legal formalities, in front of two witnesses and a notary. We can have this session at our office or your home. Following execution of the documents, we are available for free, unlimited lifetime consultations regarding your estate plan.
What are the initial steps to get started?
When you are ready to move forward, whether at your Peace of Mind Planning Session, or later, let me know. We’ll send you an engagement letter via DocuSign and an invoice via our secure online payment provider, LawPay. Once these housekeeping items are taken care of, you’ll schedule your Estate Plan Design Meeting.
What kind of information do you need from me?
Let me start by saying what we do NOT need! We do NOT need account statements, social security numbers, or tax returns. We DO need information on what kind of assets you own (house, retirement account, life insurance, etc.), their relative value, and how they are titled (jointly, individually, etc.) Beyond that, we simply need answers to questions about your personal estate planning preferences, including:
* Who you would want raising your minor children if something happened to you and your spouse or partner
* Who you want to be in charge of your children’s money until they are old enough to mange it themselves
* Who you want making medical and financial decisions for you in the event of your incapacity
Don’t worry if you don’t have the answers to these questions right away! You’ll have plenty of time to think things over throughout the process.
How much does estate planning cost?
It depends! Estate planning is not one size fits all, so it’s hard for us to give you a quote without knowing more about you. Even if you believe your situation is relatively simple, there are likely nuances you are not considering. We discuss our fees and process at length in the Peace of Mind Planning Session, after we have counseled you on all your options. We do not discuss our fees outside the Peace of Mind Planning Session.
We understand that cost is an important factor in choosing an attorney, and that estate planning is a significant investment for many. It is our goal to be as transparent and fair as possible. For that reason, we offer flat fees as opposed to billing by the hour, so you know exactly what your investment will be. We also offer a 100% satisfaction guarantee. If you are not happy with our services, we will make it right, or refund your money.
Finally, we will only recommend planning with us if the amount you would save by doing an estate plan is greater than our fee.
How can I learn more about Taurean Stephenson?
Attorney Taurean Stephenson’s estate planning practice focuses on helping individuals and families make important decisions today to avoid unnecessary pain and conflict tomorrow. She understands how complicated the estate planning process can be and guides her clients to ensure that their loved ones are taken care of, and their final wishes are carried out. Taurean's love for her family including her three children and her first hand ecperience with the lack of family planning fueled her passion for estate planning.
Taurean received her Bachelor of Science in Psychology from Georgia State University and is a graduate of Atlanta's John Marshall Law School. Taurean has over 15 years of experience in the legal field from family law, personal injury, and estate planning. In her spare time, Taurean enjoys traveling with her children, trying new restuarants, going to the movies and watching WWE.
Start Your Planning Today!
Protec t your family and assets from the comfort of your home
