Estate planning documents can be difficult no matter what approach you take. It can be awkward, emotional, and/or dreadful. What most people do not realize is that is can also save a lot of future stress for yourself and family members. Here is a list of tips for discussing estate planning with your family members:
- Plan what you can. Create a list of topics and questions you want to discuss. Learn about the different documents so you can educate your family about them in simplistic, respectful terms. Come up with a unified message/plan so confusion can be prevented. Having options are helpful.
- Choose the right setting. Get the family involved and find a comfortable, private place. Make sure everyone is on the same page prior to meeting.
- Identify key people. Gather a list of people you may need to contact for estate planning purposes. Ex: family members, attorney, doctor, insurance brokers, etc.
- Use conversation starters to ease into the subject. Start with casual conversations, and then build to bigger, more decision-focused conversations. Be natural and empathetic.
- Don’t pressure! Allow them to lead the conversation. Let them tell you what they want and what their wishes are. Instead of telling them what they need to do, frame it as a problem on your mind.
- Be patient and calm!
