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The Foundations Plan

Your Free Estate Plan for Georgia Families

Get a basic will, financial power of attorney, Georgia healthcare directive (medical decisions + end-of-life wishes), and HIPAA release—at no cost.

Take control of what happens to your family and your assets. Serving Atlanta and all of Georgia.

Schedule Your Free Strategy Call

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Why People Choose The Foundations Plan

When life happens—surgery, health scares, travel, or just finally getting this done—you want clear, simple documents that keep you in control.

Incapacity planning: Make sure someone you trust can manage money and make medical decisions right away.
Protect your spouse & kids: Put in writing who receives what, so loved ones aren’t guessing—or fighting.
Reduce stress: Give your family clear instructions so they aren’t scrambling during a crisis.

Ready to take control? Get your free estate plan.

What Happens If You Don’t Plan

Without a will and directives, Georgia law and the court decide:

Who inherits (which may split between spouse and children under Georgia intestacy rules).
Who can act for you if you’re incapacitated—often nobody has clear authority without court papers.
How long it takes—and what it costs—to move forward during an already hard time.

A free estate plan avoids confusion, delays, and family conflict.

What's Included in Your Foundations Plan (FREE)

Basic Will (Georgia)

What it is: Your written instructions for who inherits.
How this plan is set up: All to your surviving spouse; if your spouse has passed, to your children equally.
Why it matters: The court follows your written wishes instead of default state rules.

Financial Power of Attorney

What it is: Lets a trusted person handle money, bills, and legal/financial tasks if you can’t.
Why it matters: Prevents frozen accounts and unpaid bills during medical events.

Georgia Healthcare Directive (medical power of attorney + end-of-life wishes)

What it is: Names who can make medical decisions and states your treatment preferences.
Why it matters: Doctors act fast and your family knows exactly what you want.

HIPAA Release

What it is: Allows your chosen people to access medical information.
Why it matters: They can speak with doctors and insurers without roadblocks.

How We Bring Your Plan to Life

A plan on paper isn’t enough. We guide implementation so it works when it matters.

Map your entity + trust architecture for your rentals, business, and investments
Draft documents, execute deeds and assignments, and coordinate titling
Set up clean banking/records and provide an annual compliance checklist
Coordinate with your CPA and insurer so the legal structure matches tax and coverage strategies

How It Works (Simple & Fast)

Request Your Free Estate Plan
Tell us who you are and who you trust to help.
Customize & Print
We give you easy prompts to fill your names and choices—no legalese.
Sign Correctly in Georgia
Follow our checklist to sign with two witnesses and a notary.
Store & Share
Keep originals safe and share copies with your decision-makers.

Prefer live help? Book a free Strategy Call.

Our Guarantee (No Catch)

If the Foundations Plan doesn’t fit your situation—say you need a custom will, a revocable trust to avoid probate, or asset protection—you’ll receive a $500 credit toward the estate plan you choose.

Start free. Upgrade only if you need to.

What Our Clients Say

“It was so simple and easy.” We are so grateful for the peace of mind we have. The team was patient, kind, and incredibly knowledgeable. – Tracy

“This gave me peace of mind.” I couldn’t be happier with our experience. They truly cared about helping my family, and they made sure we understood every step. – Rachel

Our Family Serving Yours

We own rental properties and run a business ourselves, so we understand the risks families face when building wealth.

Over the past 10 years we’ve worked in real estate, tax, estate planning, and probate law, and we’ve set up asset protection for our own business, rentals, investments, and children.

This firsthand experience means we know exactly how to design a plan that works in real life—not just on paper.

Common Questions We Get

Does the Foundations Plan avoid probate?

No. A will still goes through probate. If you want to avoid probate, ask about our Essentials Plan (revocable trust).

Is this really free? What’s the catch?

Yes—free. If you later need more than a basic will and standard directives, you can upgrade—and we credit you $500 toward the plan you choose.

Is my will valid in Georgia?

Yes—when you sign properly: two witnesses + a notary (for a self-proving affidavit). We include clear signing instructions.

What if I’m going into surgery or have health concerns?

This plan covers medical decision-making and HIPAA access so your chosen person can act immediately.

What if I have rentals or a business?

The free plan covers the basics. If you need probate avoidance or asset protection, we’ll show you simple upgrade options.

Ready to Start?

We release a limited number of Foundations Plans each week so every family gets personal attention.

Fill out the form to get your free estate plan now.

Schedule Your Free Strategy Call

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