Young adult estate plan
Start Life With a Plan That Works for the Future
Careers, homes, relationships, and savings — life starts moving quickly.
The Young Adult Estate Plan gives you a simple, structured way to put the right legal protections in place early, so the future you’re building stays in your control.
Start With a Plan That Grows With You
Once you begin building assets, signing contracts, or sharing financial responsibilities with a partner, having the right legal structure in place becomes important.
The Young Adult Estate Plan creates that foundation.
You decide who can make medical decisions for you, not a hospital administrator.
A trusted person can access your accounts and manage your finances if you're ever
unable to.
Your parents or designated contacts have the legal authority to act fast when it matters most.
Just Getting Started? This Is the One Thing Worth Doing Now.
You don't need a large bank account or a complicated financial life for the Young Adult Estate Plan to matter.
You just need to be over 18 and want the people you trust to be able to help you if the unexpected happens.
The Young Adult Estate Plan creates that foundation for those:
Heading to college or recently graduated
Starting their first job or living independently for the first time
On their own health insurance for the first time
Whose parents would be the first call in an emergency, but currently have no legal authority to help
Who want their wishes documented without the complexity or cost of a full estate plan
Complete legal protection for $425 USD.
What Happens When
The Right Structure Is In Place
Someone you trust can step in if needed
If an accident or illness prevents you from managing your finances or making decisions, the person you’ve chosen can step in and act on your behalf.
Your healthcare decisions are respected
If you're ever unconscious or unable to communicate, a hospital will not automatically defer to your parents. Your plan clearly outlines who can make medical decisions for you.
You're not a burden to the people you love
The hardest part of an emergency isn't the emergency itself, it's watching the people around you hit legal walls they can't get through. This package gives them what they need to act immediately, without courts, delays, or legal battles.
You're covered for where life takes you next
Whether you move to a new city, start a new job, or your circumstances change, your documents are securely stored in your personal digital vault through Wealth.com, accessible whenever you need them.
A Simple Way to Put the Right Foundations in Place
The Young Adult Estate Plan follows the S.T.E.P.™ planning framework, focusing on the essential legal
and financial documents every adult should have in place.
Step 1
Introduction & Planning
A Certified Estate Planning Advisor introduces you to the process, answers your initial questions, and helps determine your next steps.
Step 2
Discovery & Plan Selection
A Certified Intake Specialist meets with you for a one-hour virtual discovery call to understand your family situation, assets, and goals and confirm which S.T.E.P.™ package is the right fit.
Step 3
Creating Your Trust
A Trust Creation Specialist guides you through a single session where your plan is built, reviewed, and notarized. Your finalized documents are then uploaded to your personal secure vault at Wealth.com.
Step 4
Funding Your Trust
A Trust Funding Specialist ensures your assets (home, accounts, investments) are correctly titled under your trust, and follows up to confirm nothing is missed.
Step 5
ongoing
support
A Client Relationship Specialist oversees your entire file from the first handoff through final funding, serves as your primary point of contact, and schedules your first annual review.
What’s Included
Every Young Adult Estate Plan is delivered through the S.T.E.P.™ Signature Trust™ Process and includes the following:
Planning & Creation
Advisor-led Discovery Meeting to review your goals, family structure, and assets
Advisor-led Trust Creation Meeting
Your Core Documents
Pour-Over Will
Durable Power of Attorney (financial & legal)
Advance Healthcare Directive
HIPAA Authorization
Medical Emergency Instructions
Tangible Personal Property General Assignment
Asset & Funding Coordination
Schedule of Property
List of Beneficiaries
Emergency Access Contacts
Execution & Ongoing Support
Remote Online Notarization & Witnesses
Advisor-led Family Meeting
Digital copy of your completed documents
S.T.E.P. Client For Life Program
One session. Two hours. $425. The legal protection every adult needs, and most don’t have.
Get StartedTakes Less Than a Day.
Protects You for Life.
Complete the short form below to begin your Young Adult Estate Plan.
A member of our team will review your information and guide you through the next steps.
