Julie Shirley

Specialties & Capabilities

• Standard Residential Closings

Languages Spoken

English

Nest: Estate Planning by L. Rachel Wilson offers a unique, client-focused approach to estate planning, emphasizing clarity, comfort, and the preservation of family values. Founded by L. Rachel Wilson, an experienced attorney and law school professor specializing in wills, estates, and trusts, the firm aims to make estate planning straightforward and understandable. Rachel believes clients should know pricing upfront, feel comfortable discussing sensitive topics, and be able to pass on not just wealth, but also their insights, stories, and experiences to future generations.

The firm's process is designed to be comprehensive and supportive. It begins with an initial consultation, preceded by a valuable pre-meeting package to help clients organize their financial information. This counseling and education-based first meeting helps clients assess their current estate planning status. If changes are desired, clients then choose a flat-fee package tailored to their family's needs. Subsequent meetings involve signing the meticulously prepared documents, which can include guardianships, trusts, wills, advanced directives (living wills), and powers of attorney.

A distinctive feature of Nest: Estate Planning is the "Legacy Interview Meeting." During this session, clients have the opportunity to record a message for their family, sharing their values, wisdom, and stories, ensuring a lasting legacy beyond financial assets. The firm provides both print and digital copies of all created documents and aims to build long-term relationships, offering follow-up meetings every three years to ensure plans remain current. Rachel Wilson, a native Savannahian, brings extensive legal and academic experience, serving on the State Bar of Georgia Young Lawyers Division executive board and engaging in local volunteer work.