Post Estate Planning Support
You just completed the the tough task of setting up your estate plan. What you’ve done is a small heroic act for those that come after you. Now comes the challenge of how to talk to those most affected by the many decisions you made in the process.
The Legal Document(s)
| Pros | Cons |
|---|---|
| ✅ Legally enforceable | ❌ Overly complicated |
| ✅ Detailed | ❌ Do not communicate intention |
| ✅ Tax saving | ❌ Do not communicate love |
| ✅ Hassle saving | ❌ Can lead to costly legal fights if not understood |
The Human Side
We do the human side of estate planning.
Let’s be clear you didn’t spend time and money on an estate plan because you love long legal documents. You did it is because you love those closest to you and want them to be cared for. Now let’s figure out how to communicate that!
Benefits of your first session with us:
Start to clarify your family mission
Learn to avoid some of the common communication pitfalls that affect well-to-do families.
Learn some communication strategies to protect you and your loved ones from bitter estate infighting.