Legacy OnePlan™

The fastest and most affordable way to remove uncertainty from your family's today and tomorrow.

Frequently Asked Questions

The Legacy OnePlans™ are designed for families seeking a simple, fast, and affordable way to overcome barriers to estate planning, including cost, complexity, accessibility, and time. A little prep and a one-hour meeting with your Legacy Guide will protect your family's legacy the minute after your plan has been notarized.

Question 1: What is the Legacy OnePlan™?

The Legacy OnePlan™ delivers state-specific, legally compliant documents—like revocable trusts, wills, health care directives, and financial powers of attorney—in just one session. Choose among the Foundations, Reinstatement, or Premier Legacy OnePlan™ options, each tailored to your stage of life, all through a streamlined, compassionate process that combines expert guidance and advanced AI.

Question 2: How much does the Legacy OnePlan™ cost?

There are three versions of the LGP OnePlan™ to choose from, depending on a family's state in life, including the Foundations Legacy OnePlan™ for $995; the Reinstatement Legacy OnePlan Review™ for $495; or the Premier Legacy OnePlan™ for $2,495. All OnePlans™ except the Reinstatement Legacy OnePlan Review™ come with the LGP OnePlan Guarantee™ (see below). Please review the details for each plan on this page.

Question 3: What is the LGP OnePlan Guarantee™?

The LGP OnePlan Guarantee™ policy states that all the documents for your plan will be ready for review at the end of the Build Your OnePlan™ session, or we will take 20% off the price. It also guarantees that the price for your plan is fixed; however, this excludes any additional legal costs that may arise outside the scope of the LGP OnePlan™ defined deliverables. To be eligible, you must attend a 30-minute OnePlan Prep™ call and complete a brief set of tasks.

Question 6: What if I still have questions?

If you still have questions, please feel free to reach out to Dr. Dennis ([email protected]) or Carrie ([email protected]).

The Foundations Legacy OnePlan™

For a family that is new to estate planning, a common key concern is, "Do I really need an estate plan?" This is a question your Legacy OnePlan™ Guide can help you answer, and here are some insights they can discuss with you:

  • Once you own assets—such as bank accounts, investments, retirement plans, life insurance, or real estate—it's important to have a plan for who inherits them and who can make decisions if you are incapacitated.

  • A standalone will is suitable for smaller estates when probate delays or privacy are not major concerns.

  • A trust is helpful if you want to avoid probate or need someone to manage your affairs if you become incapacitated.

  • Even with a trust, you typically still need a pour-over will as a backup document.

Here's What is Included

The Foundations Legacy OnePlan™ is customized to meet the unique needs of any family new to legacy planning. This plan assumes that in future years these families might grow into the Premier Legacy OnePlan™. It is also designed to be delivered after a one-hour session and the notarization process. Here's what is included:

  • Two virtual live meetings.

  • Legacy OnePlan Guide assigned to your family.

  • Last will and testament.

  • Living trust

  • Unlimited simple changes

  • Guardianship nominations

  • Financial Power of Attorney for each trustee.

  • Advance Health Care Directive for each trustee.

  • Unlimited simple changes.

  • Starter OnePlan™ Summary you can share with other family members.

  • Backed by the LGP OnePlan Guarantee™ for price and delivery.*

  • Can be delivered anywhere in North America (additional costs for notary services may apply).

  • Payment plans available.

  • Price: $995

* The LGP OnePlan Guarantee™ states that all the documents for your plan will be ready for review at the end of our OnePlan creation session, or we will take 20% off the price. It also guarantees that the price for your plan is fixed, however, this excludes any additional legal costs that might occur outside of the scope or the LGP OnePlan™ defined deliverable. To be eligible, you must attend a 30-minute OnePlan preparation meeting and complete a brief set of tasks.

The Premier Legacy OnePlan™

The Legacy OnePlan™ is for working families, individuals, and couples who want the reassurance of a ready-to-implement plan to protect their legacy and their loved ones if the unexpected happens. This is an ideal solution if you want to accomplish the following goals:

  • Ensure everything dear to your family is preserved for the future.

  • Avoid probate

  • Clearly name guardians for minor children

  • Protect family assets

  • Ensure their wishes are carried out smoothly and privately

  • Have the flexibility to make simple changes to their plan if needed

Here's What is Included

Here's what is included in the Legacy OnePlan™

  • Four virtual live meetings.

  • OnePlan Guide assigned to your family

  • State-specific Revocable Trust and Pour-over Will

  • Financial Power of Attorney for each trustee

  • Advance Health Care Directive for each trustee

  • Unlimited simple changes

  • Guardianship nominations

  • Trust funding guidance

  • Legacy OnePlan Summary you can share with other family members.

  • A Family Legacy Meeting facilitated by LGP to communicate the details of your Legacy OnePlan™ with other family members.

  • Family Legacy Healthcheck™ to assess how well your family leaders are managing their leaders.

  • Secure digital vault to store and share family documents & artifacts

  • A written Family Legacy Vision document.

  • Backed by the LGP OnePlan Guarantee™ for price and delivery.

  • Can be delivered anywhere in North America (additional costs for notary services may apply).

  • Notary costs included.

  • Payment plans available.

  • Price: $2,495

* The LGP OnePlan Guarantee™ states that all the documents for your plan will be ready for review at the end of our OnePlan creation session, or we will take 20% off the price. It also guarantees that the price for your plan is fixed, however, this excludes any additional legal costs that might occur outside of the scope or the LGP OnePlan™ defined deliverable. To be eligible, you must attend a 30-minute OnePlan preparation meeting and complete a brief set of tasks.

Legacy OnePlan Review™

The Legacy OnePlan Review™ is for individuals, couples, and families with an existing trust and will who want to ensure it remains effective in today’s legal and financial landscape. Here are more details:

  • Advisor-led solution ideal for retirees, pre-retirees, and legacy-focused families seeking clarity, control, and confidence without discarding their current plan.

  • Begins with a thorough review and analysis of your current trust and estate planning documents.

  • Helps determine if your existing trust still aligns with your goals.

  • Legacy OnePlan Review™: $495

Post Plan Review Options

If after the Reinstatement Legacy OnePlan Review™ a new plan is needed, then the client may upgrade to the Foundations Legacy OnePlan™, or the Premier Legacy OnePlan™ at a discounted cost. Please note that each plan includes all the standard features listed in the product details.

  • The Foundations Legacy OnePlan™: $795

  • The Premier Legacy OnePlan™: $1,995

* The LGP OnePlan Guarantee™ states that all the documents for your plan will be ready for review at the end of our OnePlan creation session, or we will take 20% off the price. It also guarantees that the price for your plan is fixed, however, this excludes any additional legal costs that might occur outside of the scope or the LGP OnePlan™ defined deliverable. To be eligible, you must attend a 30-minute OnePlan preparation meeting and complete a brief set of tasks.

Legacy Gameplans, LLC

470-800-8709

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