
01
Call or email us.
- A 15-minute conversation. Free. No script.
- You tell us what happened, who's involved, what the house looks like.
- We ask the questions that matter for Georgia — will or no will, county, mortgage status, who else has a claim.
- We don't take notes into a CRM. The call lives between the two of us.
You don't need to have answers ready. You don't need a death certificate, the will, or the attorney's name. You just need to tell us what you know. We'll fill in the rest by asking.
02
We send you a written plan.
- A short, jargon-free summary of where you are.
- The realistic next 2–3 steps for your specific situation.
- An honest range of what attorney fees and court costs will run.
- A timeline. Best case, likely case, worst case.
The plan is one page. You can forward it to siblings. You can argue with it. You can sit on it for a week. Most families say it was the first time anyone laid the whole thing out without trying to sell them something. We track every step of your matter from this point forward, so nothing falls through the cracks.
03
We introduce you to a Georgia probate attorney.
- Matched to your county and your situation, not the first lawyer on a list.
- Pre-briefed on your case, so you don't re-explain everything.
- Vetted on probate experience, plain-spoken communication, and fair flat fees.
- Always your attorney — not ours. You can fire them. You can switch. You owe us nothing for the introduction.
Once you're working with the attorney, we stay alongside you for the rest of probate. Filings, hearings, the moment the bank calls about the mortgage, the moment a sibling changes their mind — that's when most families call us back. We pick up.
04
Email updates at every meaningful turn.
- You get a short case reference when you first reach out — something like
fulton-0182. - We email you when we've reviewed your situation, when we've matched an attorney, and when each major step closes.
- Reply to any email any time. Your inbox is the thread; you don't have to chase, log in anywhere, or remember what's next.
- Never marketing emails. Never retargeting. Status updates only.
Most concierge services go quiet between phone calls. We don't. The case reference is your handle — mention it on a reply or a call and we know exactly where you are in the process.
What this is not.
- It's not a sales call. We don't pitch anything on the consultation.
- It's not legal advice. We point you to a Georgia attorney for that.
- It's not a marketing funnel. We follow up because you asked — never with marketing emails, never with retargeting ads.
- It's not a pressure-to-sell call. We'll tell you on the call if selling is the worst option for your family.