Wilson Legal Estate planning, Estate Planning Cumming Georgia

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770-821-6469

About Wilson Legal

People choose to work with us because they want the experience of working with the team at Wilson Legal.

Yes, you can talk about death and dying and disability and you can laugh. One great example of laughing when talking about death and dying can be found here.

Done in a box or simple wills often involve an information sheet and a stack of paper forms. Our clients who come from other firms or used a will in a box have told us.

Working with Wilson Legal

We can list the documents we provide but that list doesn’t convey the value of working with us because the value is how those documents are chosen and customized just for you and your family and the strategy sessions dedicated to exploring the practical reality of how things will play out.

It’s like the difference between going to home depot after watching a youtube video and buying parts, then going home and attempting a home-fix-it job that fails in the end. While TV shows like “Nailed It” featuring hilarious ways people fail at baking may be funny to watch, but messes left by those called to heaven are rarely funny and almost never enjoyable.

You may be thinking.

“But all I need is a ‘basic will’ and this sounds expensive"

Click here for a read about our thoughts on ‘basic wills’. Here at Wilson Legal, we focus on family and preserving the family and relationships by minimizing unnecessary conflict and helping our clients think through the right people for the right seats to be in charge alone or together with others. We take the additional step of helping our clients write individualized messages to their loved ones especially when their wishes might be different form what their loved ones might expect. These letters help to give the client the chance to clear up any false assumptions and bring a sense of closure.

The founder of the firm believes in leading by example and has written her own message to her daughter and published it in a book called

“So I Can Love You Longer: A Mother’s Message to Her Daughter”

which is available on Amazon here.

With us, you can describe all of those unique and wonderful people and complexities in your family and your life and explain the way you want to include or exclude them from your life or benefits after your life is through. We’re about taking care of you and setting you up so that your wishes come true in the way you intended. And it doesn’t matter how much you have.

We plan because of the people in our life that we love and care about and sometimes because of the people in our life that we don’t love.

The state of Georgia has a plan for us if we procrastinate. You must take action to control the outcome after you pass – to control how you’re remembered by the ones you love. Creating a plan is one way we tell the ones we leave behind how much we love them.

Maya Angelou said,

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

We believe that people who truly love others also care about how their loved ones feel after they depart this life. When you care about your loved ones, you make a plan and take action with intention and by design to make sure that life after you still carries evidence of you – your values, your mark, and your memory. What do you value? 

Will those values be seen in the plans you made – both during your lifetime and after you die – for the ones you love?

If you haven’t made plans and you’re reading this, there’s still time. Someone once said, “With estate planning, you’re never too old, but you can be too late.” So if you’re reading this, you are likely not dead yet and still have enough capacity to make a plan and sign documents that will allow you to be remembered the way you want to be.

P.S. Now it’s time for the next step. Schedule a Strategy Session with one of our team by clicking here. Our strategy sessions are paid sessions.

Watch the video to find out why we charge for our strategy sessions. They will make sure we can help and schedule your strategy session with one of our attorneys who listen. Be remembered they way that you want to be remembered by taking the first step to create a plan intentionally and by design.

The Wilson Legal Team

Meet our highly dedicated and expert team who are going to help you with your legal matters, be it elder law, probate, or estate planning.

Treval Akaloo

Receptionist

Treval Akaloo is a dedicated and personable receptionist at Wilson Legal, playing a crucial role in shaping the client’s experience. Managing calls, scheduling appointments, and aiding with paperwork, Treval creates a welcoming atmosphere. Her friendly demeanor ensures a positive first impression, guiding clients through processes with clarity. Beyond work, Treval enjoys Disney cartoons, anime, exploring the world of coffee, travel, and culinary experiences. A valuable member of the Wilson Legal team, Treval combines professional excellence with a genuine passion for people.

Suraya Govender

Client Happiness Coordinator

Suraya Govender, Client Happiness Coordinator at Wilson Legal, manages HR functions, billing, administration, and client relations while also conducting intake and training for new staff. As a devoted mother of two, she strives to set a positive example personally and professionally. Suraya finds fulfillment in contributing to client protection and takes pride in making a meaningful difference. Holding a Bachelor’s degree in Social Sciences (Psychology), she empathetically addresses client needs. In her leisure time, Suraya explores markets, enjoys diverse cuisines, and values moments with her family, especially when paired with coffee and donuts.

Christen Davis

Funding Accountability
Co-ordinator

Christen Davis, Funding Accountability Coordinator at Wilson Legal since 2023, expertly guides clients through funding their trusts. She values personal, direct interactions, ensuring a transparent process and building strong relationships. Passionate about the outdoors, Christen enjoys cooking and quality time with her family, balancing professional excellence with personal fulfilment.

Angel Coleman

Client Relations Director

Pat Ford, originally from Buffalo, NY, has lived in Atlanta for 30 years. A SUNY Buffalo graduate, Pat retired from CDC in 2006 after 8 years. Now enjoying retirement, Pat is active in volunteer work within the Cumming community, her church, and assists with elections. Pat joined Wilson Legal, enjoying the personal interaction and opportunity to support the team as a people-oriented individual.

Igor Bielkin

Attorney

Christen Davis, Funding Accountability Coordinator at Wilson Legal since 2023, expertly guides clients through funding their trusts. She values personal, direct interactions, ensuring a transparent process and building strong relationships. Passionate about the outdoors, Christen enjoys cooking and quality time with her family, balancing professional excellence with personal fulfilment.

Amanda Collins

Paralegal

Pat Ford, originally from Buffalo, NY, has lived in Atlanta for 30 years. A SUNY Buffalo graduate, Pat retired from CDC in 2006 after 8 years. Now enjoying retirement, Pat is active in volunteer work within the Cumming community, her church, and assists with elections. Pat joined Wilson Legal, enjoying the personal interaction and opportunity to support the team as a people-oriented individual.

Juan Miguel Alberto

Drafting Assistant  

Juan Miguel V. Alberto VI, known as “Mikey,” serves as the drafting assistant and legal researcher at Wilson Legal, PC. A graduate of the University of the Cordilleras College of Law with a background in Psychology, Mikey worked as a paralegal in criminal law before joining Wilson Legal in 2020. His role involves drafting estate planning documents and assisting in probate matters. Outside work, Mikey is a blues/jazz guitarist, weightlifter, and dedicated to his faith, ministering with his wife, Ashley. He values growth and contributing to Wilson Legal’s mission to ease clients’ lives.

Alec Leary

Witness Team

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Lisa Brooks

Witness Team

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Lauree Williams

Witness Team

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Brad (Tiger) Williams

Witness Team

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Patricia Ford

Client Care Co-ordinator

Pat Ford, originally from Buffalo, NY, has lived in Atlanta for 30 years. A SUNY Buffalo graduate, Pat retired from CDC in 2006 after 8 years. Now enjoying retirement, Pat is active in volunteer work within the Cumming community, her church, and assists with elections. Pat joined Wilson Legal, enjoying the personal interaction and opportunity to support the team as a people-oriented individual.