The estate planning product
that sells itself —
and brings referrals.
When a child turns 18, parents lose legal access to their medical decisions and financial accounts — even in an emergency. College POA bundles solve this immediately. Low price. Fast delivery. High volume. And every family becomes a referral source for trust-based planning later.
Emma turned 18 last month. If she's hospitalized at college, her parents have no legal right to speak with her doctors, access her medical information, or make financial decisions on her behalf.
Emma completes online intake in 8 minutes. Documents are generated and attorney-reviewed. The family has a signed POA package before she leaves for campus.
Every family with a child turning 18 needs this
Three packages. Every young adult covered.
- Healthcare power of attorney
- HIPAA medical authorization
- Financial power of attorney
- Online intake — 8 min average
- Attorney review & approval
- Digital delivery to student & parents
- Everything in College Essentials
- Simple will (names parents as beneficiaries)
- FERPA authorization (academic records)
- Emergency contact authorization
- Branded family delivery package
- Everything in College Complete
- Beneficiary designation guidance
- Updated will with independent assets
- Digital asset access letter
- Natural upgrade to trust planning
Young adult packages don't just convert —
they compound.
Family purchases young adult package
Parents buy for their college-bound child. Quick, affordable, and immediately valuable. Low friction purchase decision.
Parents realize they need their own plan
The process of setting up their child's POA prompts parents to consider their own estate planning. They're already your client.
Natural upgrade to will or trust
You present the upgrade in the attorney portal. No cold outreach — it's a warm, existing client relationship with demonstrated trust.
Family refers other college families
Happy families refer to other parents with college-bound kids. Word-of-mouth referrals in a highly connected demographic.
"The young adult POA package is generating business we never thought to pursue. College families are thrilled — and almost every set of parents asks about their own estate plan within six months."
Add young adult packages
to your practice this week.
From $19/package or +$29/month add-on. Available on Online Will & Trust and above.