FOR FINANCIAL PLANNERS & CPAS

Collaborating for comprehensive estate planning solutions, we work with financial planners and CPAs to help keep their clients covered. Contact us today for comprehensive estate planning.

Yeom Baek attorneys logo

WORK WITH OUR GEORGIA ESTATE PLANNING EXPERTS

As a financial planner or CPA, you understand the importance of comprehensive estate planning for your clients. Estate planning is a complex and ever-changing field, and it can be challenging to keep up with all of the latest legal and tax-related developments. That’s where Yeom | Baek Law comes in. Our team of experienced estate planning attorneys can provide valuable support and guidance to financial planners and CPAs, helping you to better serve your client’s estate planning needs.

At Yeom | Baek Law, we work closely with financial planners and CPAs to develop customized estate planning strategies that align with their client’s unique financial goals and circumstances. We can provide guidance on a wide range of estate planning issues, including wills and trusts, business succession planning, tax planning, and charitable giving.

Our attorneys can also assist with the implementation of your client’s estate plans, including funding trusts, changing beneficiary designations, and updating asset ownership. We understand that estate planning is an ongoing process, and we are committed to providing ongoing support to ensure that your clients’ estate plans remain up-to-date and effective over time.

MEET OUR TEAM

Over 17 years of experience in Georgia estate planning, real estate transactions, & business law.

Estate planning lawyer shaking clients hand

TERRY YEOM

Ji Baek attorney

JI BAEK

J Kevin King attorney

J KEVIN KING

ABOUT OUR LAW FIRM

At Yeom | Baek, LLC, good legal work starts with knowing you. With over 17 years of experience in estate planning, real estate, and business law, we take the time to understand your goals and craft advice you can rely on. No generic forms, no confusing jargon, just personalized guidance built around protecting your family and your future.

What Our Clients Say About Us

Posted on Google Google
Sam Pack profile picture
Sam Pack
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Yeom is awesome! They really know how to take care of their clients! That Ji Baek is one heck of a lawyer! Recommend đź’Ż!!!
Posted on Google Google
Pearl Hwang profile picture
Pearl Hwang
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I found myself in need of a real estate attorney and was referred to Yeom Baek LLC through a friend. I am a first time buyer and I’m from the west coast so I had no idea I needed a lawyer to close on my future home. I didn’t know what to expect but I was met with a lot of patience and professionalism. I, now, plan to use them for future endeavors. Next on the list, creating a living trust.
Posted on Google Google
Paul Roh profile picture
Paul Roh
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
From start to finish, their team demonstrated exceptional professionalism, expertise, and attention to detail in both our real estate closing and estate planning matters. The real estate closing process was handled seamlessly. They kept us informed every step of the way, answered all of our questions promptly, and ensured that every detail was addressed with precision. What could have been a stressful experience became smooth and straightforward thanks to their knowledge and guidance. Their estate planning services were equally impressive. They took the time to understand our family’s unique needs, explained complex legal concepts in a way that was easy to understand, and created a comprehensive plan that gave us tremendous peace of mind. What truly sets this firm apart is their commitment to client service. Every interaction was professional, responsive, and personable. It was clear that they genuinely care about their clients and take pride in delivering outstanding results. If you are looking for a trusted legal partner for real estate transactions or estate planning, this is the firm you want on your side. We are incredibly grateful for their expertise and would not hesitate to recommend them to family and friends.
Posted on Google Google
Phillip Choi profile picture
Phillip Choi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I cannot recommend Yeom Baek LLC highly enough. While we have not yet engaged the firm for legal services, we personally know one of the practicing partners, Ji Baek, and have had the opportunity to see firsthand the character, integrity, and professionalism he brings to everything he does. Over the years, Ji has become a trusted advisor and sounding board for our family. He has generously provided guidance on a personal project of mine, helping me think through challenges and opportunities with clarity and insight. His willingness to invest time in people, even when there is no immediate benefit to him, speaks volumes about who he is. What stands out most is that Ji truly lives by a people-first philosophy. He takes the time to listen, understand, and build genuine relationships. In a profession where expertise matters tremendously, it's refreshing to work with someone who combines deep knowledge with authentic care for others. Because of the trust we have developed in Ji, we fully intend to utilize Yeom Baek LLC for our estate planning and will preparation. We have complete confidence that our family's interests will be handled thoughtfully, professionally, and with the same level of care Ji demonstrates every day. If you're looking for a law firm that values people as much as results, Yeom Baek LLC is an excellent choice. Ji Baek exemplifies those values, and we're grateful to know him.
Posted on Google Google
Brandon P profile picture
Brandon P
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Really great firm! Terry is a pleasure to work with! I highly recommend them to anyone.
Posted on Google Google
Deborah Daoudi profile picture
Deborah Daoudi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Had a really great experience with Terry and the team. Everyone I worked with was super friendly, easy to reach, and knew their stuff. They explained everything in a way that actually made sense, which helped take a lot of the stress out of the whole process. They stayed on top of everything and made sure nothing slipped through the cracks. I always felt like I was in good hands and well taken care of. I highly recommend them to anyone in need of reliable and trustworthy real estate legal services!
Posted on Google Google
Clay Meek profile picture
Clay Meek
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We love working with Ji, Terry and the team. Always professional with an excellent eye for the details. Linda is amazing. Thanks for a great job time after time. Our first choice always!!!
Posted on Google Google
Local Media profile picture
Local Media
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very experienced in multiple areas of business and personal law including Real Estate and Estate Planning
Lawyer holding gavel

OUR Estate Planning Process

At Yeom | Baek Law, we understand the importance of collaborating with financial planners and CPAs to develop comprehensive estate planning strategies for clients. We have developed a streamlined process for working with financial planners and CPAs to ensure that the estate planning process is efficient, effective, and seamless for clients.

Initial Consultation

The first step in working with financial planners and CPAs is to schedule an initial consultation. During this consultation, we will discuss your client’s estate planning goals and objectives, as well as their financial situation and any other relevant information. We will also provide an overview of our services and how we can support your practice.

Develop A Customized Plan

Based on the information gathered during the initial consultation, our experienced estate planning attorneys will develop a customized estate plan that meets your client’s needs. We will work closely with you to ensure that the estate plan aligns with your client’s financial goals and objectives and takes into account any tax implications.

Expert Review & Refinement

Once we have developed a customized estate plan, we will review it with you and your client to ensure that it meets their needs and preferences. We will make any necessary refinements or adjustments to the estate plan based on feedback from you and your client.

Implementaion

After the estate plan has been finalized, we will work with you and your client to implement the plan. This may include changing beneficiary designations, updating asset ownership, and funding trusts. We will provide ongoing support to ensure that the estate plan remains up-to-date and effective over time.

Ongoing Collaboration

At Yeom | Baek Law, we believe that estate planning is an ongoing process, and we are committed to working with you and your clients to ensure that their estate plans remain relevant and effective over time. We will stay in touch with you and your client to provide ongoing support and guidance as needed.

Partnering with Yeom | Baek Law can help you to better serve your client’s estate planning needs and enhance your practice’s overall value proposition. Contact us today to learn more about our services for financial planners and CPAs and how we can support your practice.

Yeom Baek attorneys logo

SCHEDULE A CONSULTATION WITH OUR TEAM TODAY

Call us now at (678) 288-2010 to speak with an our attorneys about estate planning for your clients, or contact us online to get started. We proudly serve clients throughout Duluth, Johns Creek, Suwanee, Lawrenceville, and across Gwinnett County.

Our Office Location

Contact Information
Footer Contact

6340 Sugarloaf Pkwy #200, Duluth, GA 30097
Phone: 678-288-2010
Office Hours: Monday - Friday - 9AM - 5PM