You Have a Will - What's Next?

What a blessing and relief! You have your legal will in place.  Now how do you tell your family?

A family meeting is a proactive way to protect your loved ones from the uncertainty and drama that too many families navigate after someone passes away.

Explaining your intentions can help everyone get on the same page, opening the door to healthy dialogue about your values, goals and estate plan.

Here are five things you should think about as you prepare for this important conversation. 

1. Who should be involved? (Your kids, their spouse, grandchildren)
2. Where is the best setting where all participants will feel welcome? (Your home, vacation home  or another quiet place)
3. Is there a date and time that will be most convenient for all involved? (If some family live far away, maybe consider on family vacation or another time everyone can be together)
4. What else can be done to create a relaxed atmosphere that’s free from distraction?
5. How many details of my plan am I willing to share?  (who the executor will be, how your gifts to charity will be distributed, who is included in your will)

Once these logistical decisions are made, you can focus on the heart of what needs to be communicated.