Young Adult Estate Plans

 

Our Young Adult Estate Plan is designed for young adults who do not have many assets, and enables the young adult to name persons to make financial and health care decisions in the event of their incapacity.

During the Young Adult Estate Plan process, the young adult will learn the basics of:



  • Engaging an attorney
  • The criteria for deciding who should be named as agents in these documents
  • Guidance as to where to store the documents, and when they should be provided to third parties
  • The three important legal documents that each adult needs (an Advance Heath Care Directive, a Durable Power of Attorney for Assets, and a HIPAA Authorization)
  • Instructions for the execution of each document

Our Young Adult Estate Plan Process

1

Introductory Session

Introductory Session – This discussion, led by an attorney, educates parents and young adults about the Young Adult Estate Plan, including all of the decisions that need to be made to prepare a thorough estate plan.
summaryIcon22

Discovery Session

The young adult meets one-on-one with an attorney to design their personalized estate planning documents.
3

Document Preparation

We prepare your plan, with the documents needed to protect you and your loved ones.
4

Signing Ceremony

We meet to review and sign your estate planning documents.
 

Plan for your future

Stay Informed!

To be the first to know about new blog posts, special events and workshops, and much more, enter your email address below and click Subscribe.