Call Us Today

(706) 352-9060

Schedule a Consultation

Meet with Trish

Subscribe Newsletter

Sign-up Today

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

Capturing the Stories of Aging Loved Ones: The Power of a Life & Legacy Interview

Capturing the Stories of Aging Loved Ones: The Power of a Life & Legacy Interview

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have...
Read More
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want...
Read More
Why “Just a Will” Is Never Enough

Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most...
Read More
Create a Stronger Blended Family Through Estate Planning

Create a Stronger Blended Family Through Estate Planning

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently,...
Read More
4 Ways to Use AI to Make Life Easier for You and Your Family

4 Ways to Use AI to Make Life Easier for You and Your Family

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this...
Read More
Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many...
Read More
Stephen “tWitch” Boss Dies Without a Will

Stephen “tWitch” Boss Dies Without a Will

Think about this scenario if you don't have a will or a trust... Stephen Laurel Boss, also known as “tWitch,”...
Read More
3 Simple Mistakes That Can Derail Your Estate Plan

3 Simple Mistakes That Can Derail Your Estate Plan

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident...
Read More
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning...
Read More
Estate Planning Before Vacation

Estate Planning Before Vacation

A vacation can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’...
Read More
Why You Need To Keep Your Estate Plan Up-To-Date

Why You Need To Keep Your Estate Plan Up-To-Date

As the world and its laws continue to evolve, everyone needs to keep their estate plans up-to-date. An estate plan...
Read More
Obtaining A Power Of Attorney For Elderly Parents

Obtaining A Power Of Attorney For Elderly Parents

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of...
Read More
Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your...
Read More
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance

If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and...
Read More
5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

In most cases, from the most sophisticated business people with the highest net worth to those just starting in the...
Read More
Will Your Estate Plan Work When Your Family Needs It?

Will Your Estate Plan Work When Your Family Needs It?

Like most people, you likely think doing your estate plan is just one more task to check off your life’s...
Read More
Before You Agree to Be a Trustee, Read This!

Before You Agree to Be a Trustee, Read This!

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an...
Read More
4 Common Mistakes Made On Life Insurance Beneficiary Designations

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to...
Read More
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in...
Read More
Why Every Adult Needs A Living Will

Why Every Adult Needs A Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common...
Read More
{"slide_show":"2","slide_scroll":1,"dots":"true","arrows":"true","autoplay":"true","autoplay_interval":3000,"speed":600,"loop":"true","design":"design-1"}

Trusted By over

100 Clients

Successful Planning

5 Star Reviews