Carrie Jones

Carrie Jones

Estate Planning

404-219-0062

My husband and I live in the West Georgia area, attend church regularly and care for my 92-yo Dad. I enjoy outdoor adventures (camping, hiking, backpacking and kayaking). Cruises are a favorite vacation because I love to travel to exotic destinations.

Member

INTROMinutes I've Received

Financial Services | Legal

Estate Planning

Educational Seminars

Probate

Trusts

Basic Estate Planning

Student/Young Adult Package (for 18 year old and Up)

Filing Cabinet

Endorsement Letters I've Given

Estate Planning Law Group of Georgia, James M. Miskell, P.C.

Estate Planning Law Group of Georgia, James M. Miskell, P.C.

770-822-2723

11030 Jones Bridge Road
Suite 208
Johns Creek, GA 30022

Website

Jim's clients come to see him because they love their family. Giving trusted family members the authority and instructions they need to carry out wishes in the event of death or disability reduces stress and conflict in times of grief and crisis.

Company

Endorsement Letters I've Received

PIF (Personal Information Form)

A personal information form (PIF) captures a snapshot of a person's family, finances, and professional contacts. This form is essential for developing a tailored estate plan that meets the client's unique needs and goals. The Estate Planning Law Group of Georgia uses PIFs to help families organize their thoughts and final wishes. After discovering inconsistencies in her late father's hastily written will, Deborah faced disputes among her siblings over the estate during probate. Determined to avoid similar issues for her own children, she set an appointment with our firm. Her final estate package resulted in a clear and organized plan, preventing future conflicts and also providing peace of mind for her family. I'm a great referral for Bob and Linda, who have significant assets and complex family dynamics. You heard them complaining during last week's tennis match. Connect them to me, Carrie Jones with The Estate Planning Law Group of Georgia. Tell them this connection will provide peace of mind by securing their final wishes and guardianship plans.

InfoMinute

ZoomCoOrdinator 08/24/2021
AlphaTester 08/24/2021
PowerWings
Coach 04/10/2019
Angel Officer 02/28/2017

Contribution

North Fulton Team

Joined on 01/13/2015

Leadership

TeamCoOrdinator 12/07/2020
ParticipationCoOrdinator 05/31/2023
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 12/03/2019
100% Club 04/18/2023

Membership

5-year Pin 01/14/2020
3-year Pin 01/30/2018

Team

Gold Star Pin 11/05/2019

Members I've Invited

Wayne Parks

Wayne Parks

Matthew Brown

Matthew Brown

Diana Porras

Diana Porras

Robert Charlton

Robert Charlton

Monirah Womack

Monirah Womack

Kathy Guidry

Kathy Guidry

Michael Matthys

Michael Matthys

Sponsorship

Team

PowerLinks Certificate
Enter The Filing Cabinet | online WorkRoom 04/19/2023
Fill the Filing Cabinet Workshop 04/17/2023
Fill the Filing Cabinet Workshop 12/19/2022
GateOpener Workshop 11/21/2022
How to Benefit from an Association 02/21/2022
How to Build a Referral Marketing Plan 01/17/2022
7-Minute Presentation Workshop 09/20/2021
Best Client Workshop 06/15/2020
Platinum Card WorkRoom 01/23/2017
Filling the Filing Cabinet Workshop 07/18/2016
Purple Card WorkRoom 06/20/2016
InfoMinute Seminar 06/20/2016
Orientation Essentials 11/16/2015
GateOpener Workshop 06/15/2015
7-Minute Presentation Workshop 04/06/2015
The Creative Pin 01/09/2016

Development

My best referral so far was an introduction to a handyman for a very discriminating client with super high expectations. I knew instantly that the match would be a perfect fit based on the conversation and request. When I made the initial connection, I shared the nature of the referral and their wants/needs to set expectations for a successful relationship. Building a strong foundation between the two right away. Many, many years later, that initial PowerCore member has also referred this individual to several other PowerCore member trades, who in turn, have made their own referral connections for this same individual. This person is literally the gift that keeps giving and giving...

Referral Trigger Response