LGP OnePlan™

The fastest and most affordable way to remove uncertainty from your family's future

Frequently Asked Questions

LGP 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 LGP Guide will protect your family for a lifetime.

Question 1: What is the LGP OnePlan™?

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

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

There are three versions of the LGP OnePlan™ to choose from, depending on a family's state in life including the LGP Starter OnePlan™ for $500, the LGP Reinstatement OnePlan™ for $2,000, or the LGP Legacy OnePlan™ for $2,500. All OnePlans™ 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 our 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 4: What is the LGP Affiliate Program?

Multiple national studies show that most Americans do not have a will or a complete estate plan in place. Want to help us improve that statistic? LGP is looking for amazing people who know good people who could use a LGP OnePlan™. Join the LGP Affiliate Program and for each family you bring to us that purchases a Starter OnePlan™ we'll pay you $50, and for every Reinstatement OnePlan™ or Legacy OnePlan™ lead, we'll pay you $200. Visit the LGP Affiliate Program page to get started.

Question 6: What is the OnePlan-as-a-Service™ Offering?

OnePlan-as-a-Service™ is an offering for financial services organizations that want to extend their family office services by collaborating with LGP to create and deliver estate plans to their clients in one session.

Question 5: What if I still have questions?

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

The Starter 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 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 Starter OnePlan™ is customized to meet the unique needs of a family new to estate planning. This plan assumes that in future years these families might grow into the Legacy OnePlan™ and if that is the case, they will be able to credit the $500 they paid for the Starter OnePlan™ towards the new plan. This plan is designed to be delivered after a one-hour session and the notarization process. Here's what is included:

  • Two virtual live meetings.

  • OnePlan Guide assigned to your family.

  • Last will and testament.

  • 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.*

  • Payment plans available.

  • Price: $500

* 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 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 loved ones if the unexpected happens. This is an ideal solution if you want to accomplish the following goals:

  • 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™

  • Two 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.

  • One facilitated family meeting

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

  • Payment plans available.

  • Price: $2,500

* 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.

Reinstatment OnePlan™

The Reinstatement OnePlan™ is for individuals, couples, and families with an existing trust 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.

Here's What is Included

The details for the Reinstatement OnePlan™ below assume that after reviewing the current estate planning documents, the decision was made to move forward with a new Reinstatement OnePlan™.

  • Two 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

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

  • One facilitated family meeting

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

  • Payment plans available.

  • Estate Plans Document Review Only: $500

  • New OnePlan Price: $2,000

* 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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