Introduction

Estate planning isn’t just for the wealthy or elderly. If you’re over 18, have a job, own digital assets, or care about your future, it’s time to consider creating an estate plan.

Why Start Early?

• Digital Assets: From social media accounts to cryptocurrency, your digital footprint holds value.

• Healthcare Decisions: Unexpected events can occur; having directives ensures your wishes are respected.

• Financial Security: Designating beneficiaries and setting up trusts can protect your assets and loved ones.

Common Misconceptions

• “I’m too young”: Life is unpredictable; planning ensures you’re prepared.

• “I don’t have enough assets”: Estate planning isn’t solely about wealth; it’s about making your wishes known.

• “It’s too complicated”: With resources available, creating a basic plan is more accessible than ever.

Getting Started

Begin by taking inventory of your assets, understanding your digital presence, and considering your healthcare preferences. Consulting with professionals can provide guidance tailored to your needs.

Downloadable Checklist

To assist you, we’ve prepared a comprehensive checklist to guide you through the estate planning process.

Download the Estate Planning Checklist for Millennials & Gen Z