Search Site
Estate Planning


Preserving your family’s wealth for future generations

Whether you’re planning the parameters of your future medical care or establishing support for loved ones upon your death, Mallernee, Branch & Daffner L.L.P. can help with all aspects of your estate plan, including:

  • Beneficiary designations for life insurance and retirement plans
  • Choosing the appropriate executor
  • Estate, gift, and generation-skipping transfer tax planning
  • Financial power of attorney
  • Guardianships and conservatorships
  • Grantor retained annuity trusts
  • Living trusts
  • Life insurance trusts
  • Planning for incapacity
  • Qualified personal residence trusts
  • Special needs trusts
  • Techniques to avoid probate
  • Wills drafting

Estate planning documents are extremely flexible and can be designed to fit your unique needs. Mallernee, Branch & Daffner L.L.P. works closely with you to determine your goals and create precise instruments to carry out your intentions.

Securing your legacy

You’ve worked hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you great comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones.

Probate Administration

We have years of experience in the probate process assisting heir, executors, and personal representatives in matters of estate administration and probate.

Changing your will

As your life changes, so might your estate plan. You should update your will periodically throughout your life. Our attorneys draft valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Appointment of guardians

If you have minor children, your will allows you to make decisions about their future care. Naming a guardian is especially important if you are a single parent, but even married couples must consider the remote possibility of perishing in a common incident. If you do not name a guardian, the court will appoint one whose decisions may be in conflict with your parenting goals. You can also make arrangements for your pets’ care in your will, even naming a guardian to assume ownership.

Contact an estate planning law firm you can trust.

For comprehensive estate planning services in Atlanta and throughout Georgia, call Mallernee, Branch & Daffner L.L.P. at 470-745-0364 or contact us online to schedule a consultation.

Contact us

Please fill out the form below and one of our attorneys will contact you.

Quick Contact Form

Our Office
  • Atlanta Office
    2970 Clairmont Road, NE
    Suite 575
    Atlanta, Georgia 30329
    Phone: 404-875-4000
    Fax: 404-892-8560