Estate Planning FAQ

Death comes to us all eventually. By having a plan in place in case of your own future death, all the hard work you have put in to growing and nurturing a business or accumulating wealth will not be lost. Whatever your situation in life, knowing your estate will be successfully and efficiently managed and administered according to your wishes in a way that benefits those dear to you can give you peace of mind in the present.

To take the first step to protect your assets, please call our office to set up an appointment with one of our estate planning attorneys.  Also, please refer to our website for more information about Estate Planning law.

Already have a plan in place?  These occurrences trigger a review of your current estate plan:

  • Change in marital status
  • Birth or death of immediate family member
  • Substantial change in assets or tax laws
  • Relocation over state lines
  • A period of 5 years since an estate planning review

Our Estate Planning Attorneys:

Tucker3William H. Tucker
South Carolina
BurgreenMark S. Burgeen
SimonsPaul K. Simons, Jr.
Georgia and
South Carolina
CourseyBrian S. Coursey
Georgia and
South Carolina

After making an appointment for a meeting with one of our estate planning attorneys, please fill out the following documents and bring the completed forms with you to your initial meeting. A password is required to open the estate planning documents and will be given to you when you make an appointment with Hull Barrett, PC.  Please make sure to complete all sections as applicable.  Your responses are integral in preparing a comprehensive and specific estate plan.  If you have any questions along the way, please call our office.  We are happy to assist.

Documents to Complete Prior to Initial Meeting:

Summary of Assets

Estate Analysis Checklist

For Informational Purposes, Please Refer To:

Georgia Estate Planning Guide

South Carolina Estate Planning Guide