For the Georgia probate file, not the estate-planning pitch. Your client shows up with the institutions listed, the certificates counted, and one page for the siblings. You still do the legal work.
Afterward
Settling an estate in Georgia
A free organizer for the person named to do the work. Checklist, county path, accounts, and a one-page update for the family.
Not a lawyer. Not a court filing. Not legal advice.
Stays on their phone. Nothing is uploaded.
No referral fee. Your firm’s name is not on it as counsel.
Official forms stay at gaprobate.gov.
Open the DeKalb sample first, then decide.
What you can say
“This is a free Georgia checklist. It is not our work product. It will not file anything. Use it to keep the papers and the family in one place, and bring the questions here.”
What it will not do
It will not pick a petition and tell them to file it.
The path says where a case often starts. You or the clerk decide.
Letters are drafts. The creditor notice is not ready to publish.
Rules were checked against GPCSF forms as of October 2026. They go stale.