Save the Drama!

Giving Peace and Clarity through a Family Meeting

When the details of your will are read out loud, what will your loved ones say?

Without a doubt, your family will discuss your priorities and intentions. The only question is whether you’ll be present to steer the conversation.

By hosting a family meeting, you can lovingly clarify the passions and logic that have guided your planning process.

Through healthy dialogue about your values, goals and the specific plans included in your estate plan, you offer loved ones a profound and lasting gift. You save them from the chaos, division, heartache and complications that often surface in ambiguity.

A family meeting might involve the help of a trusted advisor, attorney or family friend as a conversation facilitator. However, it may be as simple as sitting down with your adult children and/or grandchildren for an open, honest conversation.

Regardless of how or when it happens, a family meeting clears the path for your wishes to be carried out as efficiently and lovingly as possible. By talking to your family now, you’ll give clarity and peace to the people you love the most.

WHAT'S GOT YOU STUCK?

The Roadmap to Your Completed Will