Estate Planning Discussions: How to Have Them

When it comes to your end-of-life plans and wishes, discussions with family are never easy—however, there are a few ways you can make the conversation more effective at conveying what you need to express while still maintaining care and sensitivity. In today’s blog, we’re looking at a few things to keep in mind before and during your discussion.

Put yourself in their shoes

Many times, the topic of estate planning can be an isolating one, since those on the receiving end of the discussion may not understand or even want to listen. These are understandable feelings, of course—approaching loved ones with your end-of-life plans can be frightening to them—so you may want to take some time to imagine yourself in their position. This will let you frame your conversation in a way that’s effective at getting your point across—while still acknowledging the emotions and concerns that are bound to result from it.

Be sincere and straightforward

Successful conversations about estate planning demonstrate a balance of sincerity and straightforwardness. Avoid being too vague about the subject at hand—your loved ones deserve to know the reality of your situation and wishes, whatever they may be. Leaving out crucial details in hopes of sparing a loved one’s feelings may lead to more hurt and confusion later on. Find a way to convey your message sincerely and straightforwardly at the same time—the news or information should be coming from you, someone your loved ones know and trust, rather than a brochure or impersonal read-off of facts.

Leave room for questions

There are bound to be questions from your loved ones following your conversation, especially when you’re speaking children or those unfamiliar with the subject. Allow some room for these questions and anticipate your answers ahead of time.

As we have mentioned above, estate planning isn’t necessarily an easy or natural thing to discuss. Acknowledge that and try to respond to questions or concerns with care.

Frame your discussion in a positive light

Finally, it’s important to frame your conversation in a positive light. While the details of your situation may not be especially uplifting, you can still show your loved ones that this is a positive step in the right direction. Planning your estate and end-of-life wishes ahead of time can be a constructive, empowering way to take control of what matters most to you—let your family and loved ones know this so they can better process the situation.

We hope that these tips help you have your own conversation in a way that works for you and your family. And, of course, if you have your own questions about the logistics behind the estate planning process, we are here to help. Call us today at (386) 868-3083 to see what we can do for you.