How to talk to your loved ones about estate planning.

Mar 21, 2022

Talking to your family about death can be tough. We don’t like to think about dying and we don’t like to think about our loved ones dying. But death is inevitable and the conversation is important to have. If something were to happen to you – would your family know what to do? Would they know whether or not you have estate planning documents, and if so, where to find them? Would they know and understand your wishes for end of life care and final arrangements? Would they know where to find your important financial documents? If something were to happen to a loved one, would you know what to do? Would you be expected to handle the estate administration and probate process, or is there someone else who will step in? Do you know where they bank and what creditors they have?

Talking to your loved ones about death and estate planning can make things easier for all parties in the long run.
Explain Why It’s Important to You

Your family wants to see you happy. This is a great way to approach a conversation about estate planning. Do a little homework beforehand. You want to understand why estate planning is important. There are the benefits of protecting assets after your death, making sure that your wishes are setup, limiting the major decisions that your family will need to make, keeping your family from the costly expense of probate court, etc.

Make Sure They Understand It Is Out of Concern

You don’t want your loved one thinking that the conversation is because you expect to pass away anytime soon. You want to make it clear that this conversation is to protect them, whenever the event should occur in the distant future.

For many people, estate planning is not the most fun discussion to have. But, it is an important one. You don’t want to leave your family in the position of making tough decisions during a highly emotional time. Getting with an experienced estate planning attorney makes the process much easier. They will be able to look at your assets, discuss your options, and help you setup everything properly. Don’t put this important activity off any longer.