Built for households with $2M–$30M in assets.
Home / Child Reaching Adulthood
📋 Plan within 6 months

When a child turns 18, they gain full legal capacity — which changes your estate plan in ways most parents miss.

At 18, a child can receive an inheritance outright, you lose automatic medical decision-making authority, and any trust provisions written for minors may trigger automatic distribution. At the $2M–$30M level, distributing significant assets to an 18-year-old outright is rarely what parents intend.

Build my plan →Take the assessment

What changes at the $2M–$30M level

Custodial accounts (UGMA/UTMA) become the child's outright property at age 18 or 21 depending on state
You no longer have authority to make medical decisions for your adult child without a healthcare proxy
Trust distribution provisions written for "minor children" may trigger automatic distribution at 18
Beneficiary designations naming the child directly now result in outright distribution rather than trust protection
The child should execute their own POA, healthcare directive, and basic estate documents

Your action plan

Ordered by urgency. Items marked "Immediate" should be addressed within 60–90 days.

⚡ Immediate priority
1
Have your adult child execute basic estate documentsImmediateWithin 30 days

Your child needs their own POA, healthcare directive, and FERPA release. You have no legal authority over their medical or financial decisions at 18.

Find an estate attorney →
2
Review trust distribution provisions for age-milestone triggersImmediateWithin 60 days

Many trusts distribute to beneficiaries at 18 or 21. If the trust was funded significantly, you may want to extend the distribution age.

Do this in My Wealth Maps →
⏰ Within 90 days
3
Review UGMA/UTMA account balances and timingWithin 90 daysWithin 60 days

These accounts transfer to the child outright at the age of majority. If balances are significant, consider the implications.

4
Update beneficiary designations to route through a trust if appropriateWithin 90 daysWithin 90 days

Direct beneficiary designations to an adult child result in outright distribution. A trust as beneficiary adds protection and distribution control.

Do this in My Wealth Maps →
📋 Within 6 months
5
Review your overall estate distribution planWithin 6 months

An estate plan written when your child was a minor may need significant updates now that they are a legal adult.

Find an estate attorney →
5-Question Assessment

How prepared are you for child reaching adulthood?

Answer 5 questions and get a personalized readiness score with specific gaps identified.

1. Has your adult child executed their own POA and healthcare directive?
2. Have you reviewed trust distribution provisions for age-milestone triggers?
3. Are UGMA/UTMA accounts sized appropriately for outright transfer at majority?
+ 2 more questions
Take the child reaching adulthood assessment →

Get professional help

⚖️
Find an estate attorney

An estate attorney can execute the legal documents and trust strategies this event requires.

Browse attorneys →

Related situations

New Child / GrandchildGetting Married