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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

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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

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

Wedding season is winding down, and if you are newlyweds or are planning to tie the knot soon, it’s time...
Read More
Got Intellectual Property? Include It In Your Estate Plan

Got Intellectual Property? Include It In Your Estate Plan

You don’t have to be a famous producer or household name to own intellectual property. If you create music, own...
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Help Your Parents Avoid These New Financial Scams – Part 2

Help Your Parents Avoid These New Financial Scams – Part 2

In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent...
Read More
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or...
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Help Your Parents Avoid These New Financial Scams – Part 1

Help Your Parents Avoid These New Financial Scams – Part 1

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers...
Read More
Can You Rely on Legal Insurance for Your Estate Plan?

Can You Rely on Legal Insurance for Your Estate Plan?

As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group...
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Don’t Send Your Kids Back to School Without These Documents

Don’t Send Your Kids Back to School Without These Documents

As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often...
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10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

You might think that estate planning is something you can complete one time and then check off your to-do list...
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10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

Maybe you thought that creating a Will or Trust is something you can do once and then your family and...
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What the National Debt Ceiling Extension Means for Your Family

What the National Debt Ceiling Extension Means for Your Family

You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to...
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Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s...
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Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain...
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Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off...
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Have a Trust? How the Corporate Transparency Act Affects You

Have a Trust? How the Corporate Transparency Act Affects You

Get ready for an interesting twist in the world of legal and business news. You may already be familiar with...
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2

Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning....
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The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the...
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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...
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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...
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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...
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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,...
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