Life Stages

Discover estate planning considerations for every life stage - from young adults to retirees. Learn how needs change and explore planning tools for each phase.

What estate planning documents do I need at different life stages?

Estate planning needs evolve throughout life. Young adults often start with basic wills and powers of attorney. Those with families typically add trusts and update beneficiaries. Older adults may focus on healthcare directives and tax-efficient asset transfer strategies. Each stage brings different priorities and document requirements.