Young Adult Protection Plan

Young Adult Protection Plan

Packages Include:

  • Healthcare Power of Attorney (POA): Empowers a trusted individual to make medical decisions on behalf of the young adult if they are unable to do so themselves.
  • HIPAA Authorization: Allows designated individuals to access important medical information, ensuring seamless communication with healthcare providers.
  • Financial Power of Attorney (POA): Enables a trusted person to manage financial affairs, including banking and investment decisions, in the event of incapacitation.
  • FERPA Waiver: Grants access to educational records, ensuring that parents or guardians can stay informed about the young adult's academic progress and important matters.
  • Wallet Card* (*only included in the Enhanced Package)

Option 1: Self-Completion Package—$499 For this option, we will provide you with all the necessary documents for the Young Adult Protection Plan. You will be responsible for filling them out yourself and arranging for notarization. This is a more cost-effective choice for those who feel comfortable completing the forms independently.

Option 2: Enhanced Package—$699 With this option, we will complete the documents on your behalf, ensuring they are filled out accurately and in accordance with your preferences. We will also schedule a signing appointment at our office for notarization, saving you the time and effort of handling these tasks. Additionally, we will include a wallet card for your young adult.

Both options are designed to help you protect your young adult and ensure important legal documents are in place.

What is a Wallet Card?

A healthcare wallet card is a vital tool for ensuring your healthcare wishes are respected and followed in the event of an emergency. In an emergency, medical personnel often look for identification and critical health information. A wallet card provides quick access to your healthcare power of attorney contact information to ensure they are promptly informed and can step in to make decisions on your behalf. A wallet card is easy to carry, and unlike larger documents, it stays with you at all times, increasing the likelihood of being found when needed. Knowing that your loved ones and medical team can quickly locate and contact your healthcare power of attorney provides reassurance for both you and your family.

 

Parents and grandparents you, and your child have put in tremendous effort to navigate high school and plan for the future. This includes college applications, essays, and exams; military training, education, and deployment; or entering the workforce directly.

How to Get Started:

Getting started is simple, and we’ll walk you through each step. Click the button below to schedule a free 15-minute discovery call and get more information about the plan. Don’t wait until an emergency happens—empower yourself and your child now!

Stay involved in their lives, even from afar. The Young Adult Protection Plan is here to help!

What is the Young Adult Protection Plan?

The Young Adult Protection Plan is a plan to safeguard you and your young adult.

We aim to make it easy for you to prepare alongside your child for emergencies and maintain your involvement in their lives.

We sought to simplify the process so that parents and grandparents of college students can ensure their children receive the necessary protection. You’ll have peace of mind knowing you can care for your child—even from a distance!

Experience has shown that you only need access in three key areas, which are manageable and non-intrusive (but vital in emergencies). These areas are:

  1. Health: This is crucial! It’s not just about emergencies. Consider the need to transfer medical records from a hometown doctor to a new medical center at school or managing Explanation of Benefits (EOB) forms after doctor visits. Unpaid medical bills can accumulate, impacting their future and credit score. Parents should be empowered to act in this area.
  2. Finances: For those inevitable “cash flow crunches,” handling tuition, managing credit and debt, and making financial decisions from afar are vital. Having the authority to act on your child's behalf regarding finances is essential.
  3. Education: With all that tuition, it’s important to know where it’s going. If your child is struggling, missing classes, or having difficulty in a subject, there are ways to be an active participant and supporter in their education, helping them get the most out of their studies instead of being left in the dark.

Why This Matters:

Having these powers in place will give you peace of mind knowing you can act quickly in case of an emergency or financial setback—without feeling like you’re stepping over boundaries. It’s about being supportive and staying connected when they need you the most.

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