Young Family estate plan
Protect the Future You’re Building for Your Family
Raising a family means thinking about what happens tomorrow — not just today.
Ensure Your Loved Ones Are Protected
No Matter What Happens
A Young Family Estate Plan ensures your children are protected, your assets are directed according to your wishes, and your loved ones aren’t left navigating difficult legal decisions during an already emotional time.
You choose who will raise your children if something happens, not the courts.
Your spouse can continue paying bills, accessing accounts, and managing finances without legal delays.
A trusted person is appointed to manage finances for your children until they reach the ages or milestones you choose.
Your home, accounts, and assets are structured so your children are financially supported and protected.
Turn the Life You’re Building Into Security For Your Loved Ones
Through the S.T.E.P.™ process, your trust is carefully built to protect both your family today and the future they’re growing into.
This plan is perfect for those:
Raising young children or planning to start a family
Building a home, savings, or growing investments
Wanting guardianship decisions clearly documented
Wanting to keep their family out of court proceedings
Wanting to ensure their children are financially protected and supported
Wanting clear documentation of who receives their assets — and when
Complete protection for your family for $3,649 USD.
The Protection a Young Family Estate Plan Creates
Your children are
protected
If something unexpected happens, your plan ensures guardianship and financial management decisions are already in place, helping your children maintain stability and security.
Wealth can support your family for decades
Rather than distributing everything at once, a trust can structure how assets support your family over time, helping fund education, housing, and major life milestones for the next generation.
Major assets stay within the family
Family homes, vacation properties, businesses, and other meaningful assets can be protected and passed on according to your wishes, helping preserve what you’ve built.
Your estate can reflect your values
A legacy trust allows you to direct how your wealth supports the causes, family members, or charitable organizations that matter most to you.
Financial stewardship is built into your plan
You can appoint trusted individuals or professional trustees to oversee how assets are managed and distributed, helping ensure the wealth you’ve built is handled responsibly.
Your estate stays organized and accessible
Your accounts, property, and legal documents are structured together within one plan. When the time comes, your family knows what exists, where it is, and how it is managed.
Where a Clear Plan Finally Comes Together
Through the S.T.E.P.™ Signature Trust Process, your assets, intentions, and family priorities
are structured into a completed trust designed to work when it matters most.
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 Family 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
State-specific Individual or Joint Revocable Living Trust
Pour-Over Will
Durable Power of Attorney (financial & legal)
Advance Healthcare Directive
HIPAA Authorization
Certificate of Trust
Tangible Personal Property General Assignment
Guardianship Designation for Minor Children
Trustee Instructions for Children's Inheritence
Asset & Funding Coordination
Schedule of Property
Creation of Homestead Exemption Form
List of Beneficiaries
Advisor-led Trust Funding Guidance
Emergency Access Contacts
Execution & Ongoing Support
Remote Online Notarization & Witnesses
Advisor-led Family Meeting
Digital copy of your completed trust uploaded to your secure online vault
S.T.E.P. Client For Life Program
One session. Two hours. $3,649. Your legacy, protected and properly transferred.
Get StartedReady to Put the Right
Legacy in Place?
Fill out the form below to get started
