Solution for Families with Young Adults: Partnering on YAEP Planning Before Year-End

As the year-end approaches, families with young adult children are facing a unique challenge: ensuring their child is prepared to make critical healthcare, financial, and legal decisions as they transition into adulthood. The Young Adult Emergency Plan® (YAEP) offers a comprehensive solution—but navigating the process can be complex. That’s where professional partners like you can play a pivotal role.

Why Year-End Planning Matters

The months leading up to the new year are ideal for reviewing and implementing YAEPs. Families are already thinking about taxes, insurance, and estate planning, making this a natural time to address legal and healthcare preparedness for their young adult. By partnering with us, you can help clients:

• Ensure readiness for unexpected events: YAEPs provide young adults and their families with clear guidance for medical emergencies, financial decisions, and legal responsibilities.
  
• Streamline end-of-year planning: Integrating YAEPs with annual financial or estate planning creates a holistic, proactive approach for families.
  
• Empower young adults while supporting families: The YAEP fosters independence for the young adult, while maintaining a structured support system for parents.
  

How Professionals Can Partner on YAEP Planning

1. Identify families in need: You already have deep insight into your clients’ situations. Highlighting the importance of YAEP planning as part of end-of-year readiness can provide a valuable service.
   
2. Facilitate introductions: Connect families with our team to walk through the YAEP process, ensuring that legal, healthcare, and financial elements are fully addressed.
   
3. Collaborate on comprehensive solutions: Whether you’re a financial advisor, estate planner, or healthcare professional, your expertise combined with our YAEP framework creates a seamless, integrated plan for young adults.
   
4. Support education and engagement: Help clients understand the importance of these documents and encourage young adults to participate actively, making the planning process meaningful and effective.
   
5. Follow-up and review: Year-end is an ideal checkpoint for updating plans, verifying information, and ensuring all parties are aligned and confident in the young adult’s preparedness.
   

Partnering for Impact

By collaborating with us on YAEP planning, you provide your clients with more than documents—you give them peace of mind, confidence, and a proactive approach to adulthood. Families benefit from professional guidance while young adults gain independence supported by a safety net, all before the year turns.

If you’re interested in partnering with our team to offer YAEP solutions to your clients before year-end, we’d love to schedule a conversation. Together, we can make sure families enter the new year prepared, confident, and secure.

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