4 Tips for starting estate planning conversations

On Behalf of | Oct 25, 2019 | Estate Planning

People often put off estate planning because it can be an uncomfortable or stressful topic to talk about. But having an honest conversation with your family about your plans for the future can be beneficial in many ways.

Here are just four tips to remember when starting your estate planning conversations.

1. Plan a time

You don’t want to spring this topic on someone in casual conversation or without warning. Instead, schedule a time and place where you can meet with your family to focus on planning your estate. It should be a relaxing environment so that you can speak freely and comfortably with your loved ones.

2. Come prepared

You don’t have to have everything lined up for your first few conversations. But make sure you at least have a general idea of what you wish to discuss with your family. When you organize your plans and come prepared, it can help discussions run smoother.

3. Start small

Keep in mind that you don’t have to lump everything into one conversation. Instead of trying to have all your plans in place after a single meeting, consider taking it slow in the beginning. While estate planning conversations are important to have, they can be overwhelming for everyone involved. You may want to get it done as quickly as possible, but it’s often an ongoing process that may require several discussions and meetings.

4. Make it about family

It’s important that you make your family feel empowered and valued. Let them know that by planning for the future, you are ensuring their safety and security. When you make your conversations family-focused, it can help diffuse any discomfort, fear or tension.

Don’t wait to start planning for your future. While these conversations may be daunting, they can help your family avoid confusion and prepare for the future.