Estate Plans: The Young Adult Plan
Because turning 18 shouldn’t mean going it alone.
Empower yourself with the legal protections you need—so your loved ones can be there when it matters most.
*Must be 18-26 years old to qualify for this plan


Stay in control
- Appoint someone you trust to make medical and financial decisions on your behalf if you're unable to.
- Ensure your loved ones can access vital information and act quickly when it matters most.

Secure your future, your way.
- Avoid court delays and unwanted decisions by having the right legal documents in place.
- Decide who inherits your assets and outline your final wishes
What's Included
Young adults need a plan too.
Turning 18 means new freedoms—but also new responsibilities. If an emergency occurs, your parents or loved ones don’t automatically have the right to help.
Here’s what happens without legal documents in place:
- Your parent or guardian may not be able to access your medical records.
- They can’t make healthcare decisions for you if you’re unable to.
- Your bank accounts, car, or other assets could be left in limbo.
With a Young Adult Plan, you decide who can step in if you ever need them.

Everything you need. Nothing you don’t.
Dedicated Support
Do you have questions about your plan?
Don’t rely on googling or guesswork. Our support team has your back and will make the process easy. Whether we’re in the office or not, we always respond as soon as possible.
Talk to our support team:
Monday to Friday, 7am-5pm PT

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