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About Arch Legacy Firm

At Arch Legacy Firm, we are devoted to helping families and professionals protect their loved ones and practice through estate planning and asset protection planning. With our Kids Protection Plan, parents who plan with us have the peace of mind of knowing that their children will never be taken out of their homes and into the care of strangers, if anything were to happen to them.

We also help ensure that medical and health and wellness entrepreneurs create the businesses they have dreamt about building with our LIFT Business Breakthrough Session, designed to identify and address any risks your business may be facing now or in the future and create a platform for your practice that will help guarantee future success and less stress for you.

Take a look around the site to discover more about who we are, what we do, and how we can protect you, your family, and your business. Or, if you’re ready to get started, contact us for a consultation today. We look forward to meeting with you in person and becoming your lawyer and law firm for life.

Offices located in Athens & Watkinsville, GA

Estate Planning Lawyers

Watch our On-Demand Webinar

Living Trust vs Will

Learn how to protect your children and assets and keep your family out of court and conflict.

Estate Planning 101 Webinar

Learn how to protect your children and assets and keep your family out of court and conflict.

Kid's Protection Planning Workshop

Learn how to protect your children and assets and keep your family out of court and conflict.

Learn More About Our Process!

Download a virtual version of our Life and Legacy Planning Guide and learn more about our services, our team, our process, and our fees.

At Arch Legacy, we have modernized the process of Estate Planning – updating a process that has been untouched for a century. No more hourly billing, fill in the blank Wills, or impersonal service.

We know many have no idea where to start. So we created this guide to cut through the unknown so that you feel comfortable when you schedule a meeting with us. This guide details our values, our process, and our prices so that you will know exactly what to expect, what we stand for, and how much these services cost.

Let us take the scary out of this process, and show you how we can help you find the ultimate peace of mind knowing that you’re family is protected after you’re gone. Learn how we can help you Leave a Legacy.

Download Virtual Version

Why We’re Different

Our firm was built with the needs of families and professionals. We want to help protect you and your growing family and business. We understand that you are busy building a family, career, and a prosperous future for yourself and your loved ones, so we have made this process personal, streamlined, and straight forward.

At Arch Legacy Firm, we’ve developed unique systems to give you the guidance you need to build and maintain a life of prosperity and wealth, not to mention the peace of mind that comes with having a plan in place for your family’s future. We go above and beyond tp protect your family and we are the only firm in Athens that offers a comprehensive Kid’s Protection Plan™.

All of the planning we do is billed on a flat-fee basis, agreed to in advance, so there are never any “surprise” bills in the mail. We also ensure that the most important details of your planning are followed through even after you walk out of our office. Finally, because your financial wealth is only a small part of your overall family wealth, we also help ensure that your legacy, values, and hopes are passed down to those you love.

Explore what we do!

How Can We Help You?

At Arch Legacy Firm, we are devoted to helping families protect their loved ones and career through a simple approach to estate and business planning. I look forward to meeting with you!

Wills & Trusts

Our goal is to help you understand the important differences between a “will” and a “trust” and about the other documents you will want to have in place to protect your family.

Planning for Parents of Minor Children

Although parents with young children often postpone Estate Planning until they have “more time” or “more money,” delaying can have disastrous consequences for your family.

Asset Protection Planning

Professionals must take steps to protect the personal assets they have earned through a lifetime of hard work. Let us help protect your hard-earned assets from divorce and creditors.

Estate Tax Protection

You work your entire life and hope to pass your assets on to your family. Estate tax is a tax paid on the net value of all your assets owned at your death. We can help you reduce – if not entirely avoid – the federal estate tax burden.

Special Needs Planning

Parents of children with special needs have additional financial, social, and medical factors to consider when Estate Planning. We can remove the fear and make it easy to understand and implement.

Lift Business Planning

Expanding or starting a medical or health & wellness practice? Let us help you establish your business on a secure LIFT (Legal, Insurance, Financial, Tax) Platform that will allow you to focus on your running a thriving business.

Our Blog

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14 Ways to Show Your Finances Some Love This Year – Part 1

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Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

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Love Your Business? Love Your Family? Then You Need a Succession Plan

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Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

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2 Conversations About Money and Death You Need to Have With Your Parents Right Now

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know...
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Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

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This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

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Your Most Important New Year’s Resolution: A Kids Protection Plan

Your Most Important New Year’s Resolution: A Kids Protection Plan

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children...
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Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a...
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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver,...
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Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

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Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming....
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Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

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Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can...
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What You Must Know About Your Right to Your Spouse’s Retirement Benefits

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix),...
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How to Talk Money With Your Family Over The Holidays

How to Talk Money With Your Family Over The Holidays

The holidays are right around the corner, which means more time to gather with family and relatives than any other...
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Transition to Adulthood: What Happens Legally When My Child Turns 18?

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Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday....
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The Scary Truth: Naming Godparents Does Not Create Legal Guardians

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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2

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Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding...
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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

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