South Georgia Trust and Estate, LLC

South Georgia Trust and Estate, LLC We believe in educating and building relationships with clients to understand and meet their goals.

Today we remember the heroes who made the ultimate sacrifice. Thank you for your service and your legacy.In observance o...
05/26/2025

Today we remember the heroes who made the ultimate sacrifice. Thank you for your service and your legacy.

In observance of Memorial Day, our office will be closed today and will resume normal business hours tomorrow.

Wishing you a meaningful Memorial Day from all of us at South Georgia Trust and Estate.

We had a fantastic community event Tuesday night all about Medical & Estate Planning, shedding light on these crucial to...
10/19/2023

We had a fantastic community event Tuesday night all about Medical & Estate Planning, shedding light on these crucial topics and stressing the significance of documenting your wishes.

We couldn't have done it without our wonderful hosts, Hospice of South Georgia and Park Avenue Church. Let's keep the conversation going and ensure our futures are secured.

๐Ÿ‡บ๐Ÿ‡ธ Remembering 9/11 ๐Ÿ‡บ๐Ÿ‡ธToday, we pause to honor the memory of those we lost on September 11, 2001. ๐Ÿ•Š๏ธIt's been 22 years, ...
09/11/2023

๐Ÿ‡บ๐Ÿ‡ธ Remembering 9/11 ๐Ÿ‡บ๐Ÿ‡ธ

Today, we pause to honor the memory of those we lost on September 11, 2001. ๐Ÿ•Š๏ธ

It's been 22 years, but the pain and the bravery of that day remain etched in our hearts forever. Let's pay tribute to the heroes who selflessly rushed in to help and to the innocent lives that were tragically taken from us.

May we never forget the unity, resilience, and compassion that emerged from the darkest of moments. ๐Ÿ™ Let's keep their memories alive by spreading kindness, love, and understanding in our world today.

๐Ÿ—ฝ๐Ÿ’”๐Ÿ•ฏ๏ธ

We are incredibly grateful for the outpouring of support and resilience in the wake of the recent hurricane that affecte...
09/05/2023

We are incredibly grateful for the outpouring of support and resilience in the wake of the recent hurricane that affected our town. We'd like to take a moment to extend our deepest gratitude to the dedicated linemen and other service personnel who worked tirelessly around the clock to restore power to countless residents and business owners. Thank you for keeping our community strong. Your efforts inspire us all.

To our cherished clients, our office is back up and running, and we're here to assist you.

Stay safe and reach out if you need us.

08/30/2023

Due to the ongoing effects of the hurricane, we have made the decision to keep our office closed tomorrow, Thursday, August 31st.
Please take care and stay safe. If you have any immediate concerns, feel free to email us at [email protected].

๐Ÿ’” In Loving Memory ๐Ÿ’”Dear friends and valued clients,It is with a heavy heart that we share the news of the passing of Ma...
07/18/2023

๐Ÿ’” In Loving Memory ๐Ÿ’”

Dear friends and valued clients,

It is with a heavy heart that we share the news of the passing of Marnie's beloved father, who was not only a cherished family member but also a distinguished judge. We extend our deepest condolences and support to Marnie and her family during this incredibly difficult time.

Throughout the past few weeks, Marnie has been by her family's side, providing love, care, and support as they navigated through this challenging process. We are immensely grateful for the patience and understanding shown by all of you while Marnie devoted her attention to her family's needs.

Marnie's commitment to her work and her dedication to serving our clients have never wavered, even amidst personal hardship. We are truly blessed to have her as a vital part of our team, and we admire her strength and resilience during this period.

As we mourn the loss of Marnie's father, let us remember the legacy he leaves behind as a compassionate and honorable judge who touched the lives of many. We take comfort in knowing that his memory will live on in the hearts of those he has impacted.

During this time of grief, we ask for your continued understanding and support. Please know that we are here to assist you in any way we can. If you have any questions or concerns, please do not hesitate to reach out.

May Marnie's father rest in eternal peace. โค๏ธ

With heartfelt gratitude,
South Georgia Trust + Estate

We are thrilled to congratulate our team member Jordyn's husband, Timothy, on his new position as Head Varsity Boys Bask...
05/23/2023

We are thrilled to congratulate our team member Jordyn's husband, Timothy, on his new position as Head Varsity Boys Basketball and Golf Coach for Valwood School! This is an incredible achievement and we are so proud of him. We know that Timothy has worked hard for this opportunity and we are excited to see what he will accomplish in this role. Congratulations again! ๐Ÿ€โ›ณ๏ธ

Upon the recommendation of Athletic Director, Brett Martin and Head of School, John Davis, Timothy Finlayson, has been named the new Head Varsity Boys Basketball Coach and Varsity Golf Coach for Valwood School. He will also be working in our math department.

Coach Finlayson is from Monticello, Florida where he attended Aucilla Christian Academy. After high school, he attended Shorter University, where he played NCAA Division II basketball and golf. While at Shorter, Tim earned his bachelorโ€™s degree in Sports Management. Next, he attended Valdosta State University where he completed his masterโ€™s degree in business administration. While at VSU, he was the menโ€™s basketball graduate assistant coach.

Tim and his wife Jordyn will celebrate their one-year anniversary this month. We are excited to see Coach Finlayson lead the Valiants to victory on the court, on the course, and in the classroom!

  is here and we couldn't be more excited to celebrate our fur family! Whether you have a dog, cat, bird, or any other t...
04/11/2023

is here and we couldn't be more excited to celebrate our fur family! Whether you have a dog, cat, bird, or any other type of pet, today is a great day to show them some extra love and attention.

Share a photo of your pet in the comments below and tell us why they mean so much to you! ๐Ÿพโค๏ธ๐Ÿถ๐Ÿฑ๐Ÿฆ

Tricia,On behalf of the entire South Georgia Trust + Estate team, I want to wish you a very happy birthday! Your dedicat...
03/24/2023

Tricia,
On behalf of the entire South Georgia Trust + Estate team, I want to wish you a very happy birthday! Your dedication and hard work over the past seven years have been instrumental in our success, and we are incredibly grateful to have you as a part of our family.

You have played an integral role in our business, and your tireless efforts and care for our clients have not gone unnoticed. You are truly a valuable asset to our team, and we could not imagine where we would be without you.

Today, we celebrate you and all that you do. May your birthday be filled with joy, laughter, and all the things that make you happiest. Enjoy your special day, and know that you are loved and appreciated more than you could ever know.

Great news everyone! We are delighted to announce that our very own Meredith Burton has landed her first job in her fiel...
03/20/2023

Great news everyone! We are delighted to announce that our very own Meredith Burton has landed her first job in her field of study and we couldn't be more proud of her. As a Legal Intern at South Georgia Trust + Estate for the past two years, Meredith has gained invaluable experience and made significant contributions to our firm.

While we will miss her, we are thrilled to see her embark on the next exciting chapter in her career. We wish her all the best as she starts her new job this week. Congratulations, Meredith - we have no doubt that you will continue to achieve great things! Meredith Burton

03/16/2023

Address

2704 N Oak Street, Bldg L
Valdosta, GA
31602

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Telephone

+12292627117

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