Financial plan templates can be found online, but are not the best way to create a financial plan. There is no template that can account for any one persons particular situation, changing tax laws, estate planning regulations and the wide variety of investment options. Many professionals might begin with financial plan templates, but these are drastically tailored for each client. For elderly persons, your elder law attorney can help set up and implement your financial plan as well as handling all your legal, health and housing planning needs.