The Family Foundation Plan
A complete starter estate plan for families who want clarity, stability, and peace of mind.
What is the Family Foundation Plan?
A clear, attorney-guided estate plan for families who want stability, protection, and peace of mind.
This plan focuses on two critical moments:
-
When you are unable to make decisions
-
When your family must carry on without you.
We prepared your loved ones for both.
Incapacity Planning
• Durable Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will / Advance Directive
• HIPAA Authorization
What's Included:
Family Protection
• Last Will and Testament
• Guardian Nomination for Minor Children
• Backup Guardians
• Executor Appointment
• Testamentary Trust for Minor Beneficiaries
• Trustee Selection & Guidance
Alignment & Guidance
• Asset & Beneficiary Review
• Funding & Distribution Guidance Summary
• Personalized Planning Session
• Signing Ceremony
• Digital & Printed Copies
Asset & Beneficiary Alignment
Most estate plans focus on documents.
We focus on alignment.
We review how your accounts, beneficiaries, and assets are structured so your plan works in real life, not just on paper.
Funding Guidance
Your estate plan only works if your assets are structured correctly.
We provide clear guidance on:
• Bank accounts
• Investment accounts
• Real estate ownership
• Business interests
• Transfer-on-death designations
You receive a written summary showing how your assets should flow under your plan.
No guesswork. No confusion.
How It Works
Step 1: Book Your Session
Step 2: Complete Intake
Step 3: Meet With Your Attorney
Step 4: Review Drafts
Step 5: Sign & Finalize
Step 6: Receive Your Plan
Who Is This Plan For?
This plan is ideal if you:
-
Have minor children
-
Want a complete starter plan
-
Value professional guidance
-
Are building long-term stability
If you need advanced trust or tax planning, we will discuss additional options.
Transparent Pricing
The Family Foundation Plan is offered at a flat fee of $1,000.
This includes all planning sessions, drafting, revisions and final documents.
No hourly billing. No surprises.