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It only takes one dissatisfied beneficiary to start estate litigation. That’s exactly what the pre-estate family conference process is designed to prevent.

The validity of a will and the distribution of estate assets are always open to a legal challenge. Such challenges carry a significant downside, including high litigation costs, ruined relationships, and a legacy of ill-will and family acrimony.

A successful estate plan is no longer solely developed from the top down: it also involves planning from the bottom up. Family members are far less likely to challenge a will if they have been given an explanation of the reasons for the distribution of property and have had an opportunity to express their opinions about that distribution.

The best way to ensure that your family members are in agreement with your plan is to hold a professionally-mediated family conference.

Click here to download our
Family Conference brochure.

 

 

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