Peachtree Estate Planning, LLC

"I can not put in words how easy and stress free Lori made the complete process of planning our estate. I highly recommend working with Lori."

"Our experience with Lori at Peachtree Estate Planning was exceptional. We had started the estate planning with someone else and were mired in confusing forms and processes. Lori is thorough, compassionate, and excels at untangling what can feel like a complicated endeavor and makes the planning understandable in a way that we completed the process feeling empowered and confident in our decisions. She is detail oriented, organized, responsive, and handles all of the sensitive decisions and documents with care and professionalism."

"I can’t say enough to express my gratitude to Lori for her time, consideration and empathy throughout our estate planning process. Lori walked Jordan and i through the entirety of the process quickly and efficiently, yet with patience to give us time to have the needed conversations with each other and our family members accordingly. Once we had the requisite information, we were able to schedule a time convenient for us to meet us in person to walk through each document for execution. Not only did we complete our entire estate plan, with young adults in our family , we were able to get necessary medical POA’s drafted in place for our teens. Thank you!"

"We are so grateful for Lori and her estate planning services! We have been meaning to get our will and trust in place, but kept putting it off. It was apparent that this is a work of heart for Lori and that she genuinely wants to serve families by providing these services. She made the process easy and ensured we understood each piece of the puzzle. When we weren’t certain about various parts of the planning process, she took the time to explain it making sure we knew what we were putting in place. Lori thought of everything and ensured our wishes were clear for every possible scenario. Having everything in place to protect our loved ones provides us with peace of mind and we only wish we’d worked with her sooner. We HIGHLY recommend Peachtree Estate Planning."

"Lori was great to work with! Throughout the process, she went above and beyond my expectations. She was personable, knowledgeable, and responsive. She explained the process, why things were needed, and what the documents said in a manner that was easily understandable. She answered all of my questions and asked questions to make sure she understood what I wanted. Both of my witnesses commented on how efficient and smooth the signing process went. I feel confident knowing that if anything happens to me, my wishes will be known, and my son will be supported. I very highly recommend working with Lori for your estate planning needs!"