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4 Tips For Talking About Estate Planning With Your Family Over the Holidays

Vacations and Holidays Are the Perfect Time for Families to Talk About Estate Planning

If you are spending the upcoming holiday with older family members, this is actually a great opportunity to talk about planning with them. While there are few “perfect” times to talk with parents about their estate plan, the relaxed times you spend together on vacation or downtime during the holidays can be one of them. You have the benefit of having everyone together sitting down in one place. So take advantage of that!

Here are some tips on how to bring up this critical conversation:

Find a good place to start.

One of the best ways to ease your parents into a financial discussion is to bring up your own.  Tell your parents that you were looking into your own estate plan and wondering if they had already executed their own.  You can let them know that you have learned that the different types of plans require very different levels of effort from the executor and cost from the estate and that you want to be prepared to know what to expect. If nothing else ask for the to tell you who they have put in charge. 

Take it easy. 

If you feel that your parents may need extra help and support with organizing their financial lives, be reassuring rather than applying pressure.  Let them know that you want to make sure their financial independence is kept intact for as long as possible.  Take things one step at a time, such as extending an offer to help them use online bill pay or assist them with organizing their information at tax time if they are not tech savvy.  Share with them your asset tracking and bill pay spreadsheet that was prepared as part of your planning. If you haven’t done your planning yet, reach out to me and I will be happy to share the sheet with you!

Respect boundaries. 

Many parents feel uncomfortable discussing their finances with their children.  If you face this obstacle, let your parents know that you don’t need to know the amount or particular details of their accounts if they aren’t comfortable, but you at least need to know where to find their important documents when it becomes necessary, but that you aren’t attempting to control them in anyway. You simply want to help and make things as easy as possible for you and your siblings when something does happen.

The Legal Mama Difference. 

One of the ways I've made this easier for families, is by creating a Legal Mama Membership option. This means that if you have already started your estate planning process with me or if you're making the decision to start the journey, you're eligible for a membership giving your parents significant discounts in their planning and unlimited updates to yours! This will allow the whole family to get on board and stay up to date with whatever changes life throws at you and you'll be able to explain exactly what it's going to be like for your family members because you've already done it and feel confident in you choices! This can make these conversations so much easier and keep you and your family content and cared for through all of life's changes! 



Today's article touches on how our membership options once you finish your planning can help you keep your plan up-to-date. Membership also offers loads of perks like unlimited communication on your legal needs and more. Just one more way Legal Mama goes above and beyond as your Personal Family Lawyer for Life!


Click the photo to learn about my unique planning process, which starts with a Family Wealth Planning Session:

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This article is a service of Sarah Breiner, Personal Family Lawyer®. We don’t just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love.  That's why we offer a Family Wealth Planning Session,™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. What is a Personal Family Lawyer®? A lawyer who develops trusting relationships with families for life.

You can begin by contacting Sarah today to schedule a Family Wealth Planning Session. 





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