Foundational
Estate Planning

A solid estate plan gives you clarity, control, and peace of mind. Foundational planning covers the essential documents most people need to protect their family, avoid probate, and ensure their wishes are clearly understood.

Plan For the Future

— The Essentials

What Most People Need

Most people need foundational estate planning. Everyone is unique and these estate planning documents are tailored to you. They avoid probate, define your inheritance plan, and nominate trusted people for important roles such as your personal representative (e.g. executor), trustee, guardians for minor children, and power of attorney for both transactional matters and for medical decisions. 

Documents You Need

— Video

Do You Need
an Estate Plan? 

We believe a strong estate plan is the best gift you can give your family. This video explains why most people need a “foundational” approach to avoid the public, expensive probate process. You’ll see how we design tailored structures to ensure your assets and medical decisions stay in the hands of people you trust. Our goal is to provide a seamless experience that leaves you with total peace of mind.

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Foundational Documents 

Revocable Trust

You are the trustee of the trust and control it during your lifetime. The trust will own primary assets directly, such as your home, or will be the named beneficiary of assets such as life insurance. Upon your death, the successor trustee steps in to administer the trust for your chosen beneficiaries. You can design the trust to distribute assets to whom you want, how you want, and when you want without the need for court probate proceedings.

Pour-over Will

We commonly think of a will as the tool to direct division of assets upon death. Because your trust handles division of assets, your pour-over will primarily acts as a safety net “pouring” any assets into your trust which were not already in trust. Your will also nominates your personal representative (executor) and guardians for minor children.

Durable Power of Attorney

This allows you to appoint an “agent” to sign documents on your behalf. This is an excellent tool because if you are ever incapacitated and unable to sign documents for yourself, you’re covered because you have already given this authority to someone you trust.

Advance Health Care Directive

This has two parts. First, you appoint an “agent” to make medical decisions for you if you cannot for yourself, and second, you outline your “living will” (e.g. you want life support removed if you are in a persistent vegetative state with no reasonable hope of recovery).

— Let's Get Started

Secure Your Future

Whether you need a simple will or a complex multi-generational asset protection trust, Randall Sparks Law is here to guide you. Let's build a plan that lasts.

If you're unsure if your specific situation fits our practice, please reach out! If we cannot help you, we'll point you in the direction of someone who can.

Reach Out to Our Team