Foundations Estate Plan™

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Start your estate plan—without the overwhelm.

If you’ve been putting off estate planning because it feels complicated or expensive, this is your starting point.

The Foundations Estate Plan™ gives you a structured, attorney-guided way to put essential protections in place—on your terms.

Not everyone needs a full estate plan right away.This option is designed for individuals and families who want to:

• Take action now 
• Keep things simple 
• Have guidance from an attorney—without a full-service commitment

What’s Included

✔ Last Will & Testament Template
✔ Healthcare Power of Attorney
✔ Financial Power of Attorney
✔ Step-by-Step Completion Guide
✔ 15-Minute Attorney Q&A Call

Is This Right for You?

This plan is a great fit if you: 

• Have a simple estate 
• Do not require advanced tax or asset protection strategies 
• Are comfortable completing guided documents

You may need a full-service plan if you:

• Own multiple properties 
• Have a blended family 
• Own a business 
• Want asset protection or trust planning

 Investment: $395

 To ensure each client receives focused guidance, a limited number of Foundations Estate Plan™ enrollments are accepted each month.