The Family Plan

Family Isn’t Just Important, It’s Everything.

When family is your priority, the Family Plan ensures their future is bright and secured. Tailored for parents with minor children, it introduces a springing trust, a dynamic tool designed to protect your children’s interests and provide for their future. This plan is a natural progression from the Foundations Plan for those with dependents, ensuring your most cherished treasures—your family—are protected, come what may. It’s where love meets foresight.

$12,000

$1,997

(+ $250 for partner)

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Guard Their Future

Secure your children’s financial well-being with a trust that activates when they need it most.

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Ease Their Way

Streamline asset transfer to your children, avoiding legal complications and providing direct support when it matters.

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Tailored Support

Customize how and when your children receive their inheritance, aligning with their life milestones for a meaningful impact.

About the Family Plan

1. Your Will – a $2,000 value

Think of your Will as a gift you’re giving to your loved ones.

      1. Take Charge of Who Gets What: Writing a Will means you get to decide exactly who gets your stuff—your money, your house, your prized possessions—after you’re gone. It’s your way of making sure your things go exactly where you want them to, not just where the law says they should go if you hadn’t made a Will.
      2. Cut Down on Family Drama: With a Will, you can help prevent squabbles and hard feelings among your family after you’re gone. By spelling out your wishes clearly, there’s less chance for misunderstandings or fights about who gets what, making things smoother for everyone involved.
      3. Speed Things Up: A clear Will can make the whole process of sorting out your stuff after you’re gone quicker and less complicated. Without a Will, your loved ones might be stuck in a long, stressful, and expensive legal process to figure out who gets your assets. Writing a Will can save them a lot of headaches and heartaches.

2. Springing Trust for Children – a $3,500 value

The Family Plan includes a Springing Trust for your minor children in your Will, which is a necessary provision to ensure your children are properly cared for. Your minor children cannot directly inherit your legacy, so the trust and the person you name as trustee will

      1. Future Financial Security: A springing trust activates only under specific conditions, such as the grantor’s incapacitation or death, ensuring that minor children are financially secure when they most need it. This feature provides peace of mind to parents, knowing their children will be taken care of without immediate access to the funds, protecting against premature or irresponsible spending.
      2. Tailored to Needs: The trust can be customized with specific instructions for disbursements based on age, education, or other milestones, ensuring funds are used in ways that truly benefit the child’s upbringing and future. This allows parents to shape their children’s financial support and education, even when they can’t be there to guide them personally.
      3. Minimize Legal Hassles: By setting up a springing trust, parents can avoid the complications and delays associated with probate court. This ensures that children have immediate access to the resources they need, without the legal red tape, during a time that is already challenging. It simplifies the process, making it smoother and more efficient for the children’s guardians to manage their inheritances.

3. Your Living Will – a $750 value

A Living Will ensures that you receive the end-of-life care you desire.

      1. Ease the Load on Your Family: Making a Living Will means you’ve made those big, tough medical decisions ahead of time. This takes a huge weight off your family’s shoulders. They won’t have to guess what you would’ve wanted during hard times because you’ve already laid it all out clearly.
      2. Get the Medical Treatment You Want: A Living Will lets you spell out what medical treatments you’re okay with and which ones you don’t want. This way, you make sure that your healthcare is exactly as you choose, respecting your wishes to the letter.
      3. Stop Family Disputes Before They Start: With your medical wishes written down in a Living Will, you can help avoid arguments among your family members. It acts like a guidebook for your loved ones and doctors, making sure everyone’s on the same page and reducing the chances of disagreements about your care.

4. Financial Power of Attorney – a $1,500 value

Having a financial power of attorney is like having a safety net for your finances. It’s a crucial part of planning for the unexpected, ensuring someone you trust can step in and manage your money if you can’t. Without it, you leave your financial well-being to chance, which can lead to unnecessary stress and complications for you and your loved ones.

Here’s why it’s so important:

      1. Prevents Financial Chaos: Without someone legally designated to handle your finances, bills might go unpaid, and assets could be mishandled, leading to financial disaster.
      2. Avoids Court Involvement: Without this document, a court might have to step in to appoint someone to manage your finances. This process can be lengthy, stressful, and public.
      3. Ensures Your Wishes Are Followed: You set the rules for how your finances are managed. Without a financial power of attorney, your specific preferences for managing your money and assets might not be considered.
      4. Protects Your Legacy: It’s not just about protecting your finances in the present. This document helps ensure that your financial goals and plans for your family’s future are not derailed by unexpected events.

In essence, a financial power of attorney is not just a formality; it’s a critical safeguard for your financial security and peace of mind.

5. Medical Power of Attorney – a $1,500 value

Creating a medical power of attorney is like appointing a personal health advocate. It ensures someone you trust can make medical decisions for you if you’re ever unable to speak for yourself. It’s a crucial safeguard, not just a piece of your estate plan but a lifeline during times of medical uncertainty. Without it, your healthcare wishes might remain unknown, and decisions about your health could be left in the hands of strangers or dictated by court processes.

Here’s why having a medical power of attorney is vital:

      1. Keeps Decisions with Loved Ones: Appointing someone as your health care agent means decisions are made by someone who knows you well, not by doctors or courts who don’t.
      2. Avoids Confusion and Delays: In emergencies, having a clear decision-maker eliminates guesswork and delays in treatment, ensuring you receive the care you prefer quickly.
      3. Ensures Your Wishes Are Honored: You can outline what medical treatments you do or do not want, giving you control over your healthcare even when you can’t voice it yourself.
      4. Reduces Family Stress: By clearly naming who should make decisions, you can prevent conflicts among family members about what you would have wanted.

Not having a medical power of attorney can lead to a situation where your healthcare preferences are overlooked, and family members are left guessing or disputing about your care. It’s more than planning for the future—it’s about protecting your rights and wishes today.

6. HIPAA Authorization – a $250 value

A HIPAA authorization form is your green light, letting doctors share your health information with people you trust. It’s simple but powerful. Without it, your family or friends could be kept in the dark during critical moments, unable to get important health updates or make informed decisions on your behalf.

Here’s the lowdown:

      1. Ensures Smooth Communication: It allows your healthcare providers to share your medical information with designated individuals, breaking down barriers to open, helpful conversations about your health.
      2. Gives You Control: You decide who gets to know about your health status, ensuring your privacy is respected and your wishes are followed.
      3. Avoids Delays and Confusion: In times of emergency, it speeds up the process of getting your loved ones the information they need to support or make decisions for you.

A HIPAA authorization is about keeping those who care about you informed and involved, without sacrificing your privacy or control over your personal health information.

7. Legacy Discovery – a $500 value

Purely Estates’s Legacy Discovery helps you uncover your estate planning needs with our expert onboarding team, ensuring your vision and values are at the forefront of your Baseline Plan.

8. Legacy Framework Proposal – a $1,000 value

Upon completion of Legacy Discovery, the Purely Estates team will prepare a personalized Legacy Framework Proposal. We will present a pinpoint presentation detailing every crucial element from executors to your final wishes.

9. Legacy Dispatch – a $1,000 value

Receive your future in a package with Legacy Dispatch. Alongside your Baseline Plan, we provide comprehensive, easy-to-follow instructions, empowering you to implement your plan with confidence. Our dedication to educating you on how to use your plan delivers Easy Button level instructions and access to explainer videos walking you through the process.

That’s a $12,000 value for only $1,997!

Schedule a Call

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Ensure Your Children's Future

If something were to happen to you, you have a full plan in place to take care of your children.

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Powers of Attorney

Let’s make sure you empower people you trust to step in on your behalf if you’re unable to act, yourself.

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Ensure Your Choice in End-of-Life Care

Ensure your medical wishes are respected and relieve your loved ones from making tough decisions.