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TrustedPlan Lawyers - The Plan Specialists
Essential Foundation Plan

Start early. Keep it up to date.

The best time to plan is before you accumulate assets or issues arise. The Essential Foundation Plan puts the essential documents in place now, while life is simple, and we keep it current as your life grows.

Call (844) 544-PLAN to schedule
The short answer

A will-based plan names who inherits and who is in charge, and gives trusted people authority if you are incapacitated. It starts at $1,500, flat fee.

Do this first
✓Decide who should inherit
✓Pick an executor and a backup
✓Choose your financial and health care agents
What happens without a plan

Why start before you think you need it

If something happens early

Without a plan

State law decides who inherits and a court picks who is in charge, even for a young adult with few assets.

With the Essential Foundation Plan

Your will names your heirs and your executor.

An accident or illness

Without a plan

Your family may need a court guardianship to pay bills or talk with doctors.

With the Essential Foundation Plan

Your agents can step in right away.

As life gets complicated

Without a plan

Marriage, children, a home, or a business make planning harder the longer you wait.

With the Essential Foundation Plan

Your foundation is already in place, and we update it as your life changes.

What the plan includes

The essential documents

01

Last will and testament

Your heirs, executor, and guardians for minor children.

02

Durable financial power of attorney

Someone you trust handles your finances.

03

Health care power of attorney

Someone you trust makes medical decisions.

04

Living will

Your end-of-life instructions.

05

HIPAA authorization

Doctors can speak with the people you choose.

06

Keeping it current

We review and update your plan as you marry, have children, buy property, or build savings.

Questions

Common questions

Every family is different. A 15-minute call with a licensed attorney answers the rest.

I’m young and don’t own much. Do I really need a plan?

Yes. The powers of attorney and health care directive matter most when you are young, because an accident can happen at any age. And it is far easier to start now than after assets or issues arise.

What does it cost?

The Essential Foundation Plan starts at $1,500, flat fee, confirmed after your free call.

How do I keep it up to date?

Review it with us whenever life changes: marriage, children, a home, a business, or a move. Many clients upgrade to a trust as their assets grow.

Is a will enough to avoid probate?

No. A will goes through probate. When you are ready, see our Complete Probate Prevention Plan.

Put your foundation in place today.

In 15 minutes, a licensed attorney will tell you what your family needs and quote the flat fee in writing.

Call to schedule
(844) 544-PLAN
Call to schedule(844) 544-PLAN