Discussing Your Will with Your Heirs

Estate planning is a necessary and sometimes uncomfortable aspect that comes up in everyone’s life at one point or another. Going through the process of determining where property and other assets will go can be overwhelming and stressful in it of itself. Adding to that the stresses associated with the emotional aspects of wills and trusts can make things even more difficult to handle. Discussing your will with your heirs falls amongst the emotional aspects of estate planning that is a challenge for many. While many avoid the topic altogether, the reality is that having these tough conversations now will prevent potential problems in the future.

Communicating with your heirs today will lay out a clear plan for the future, possibly circumventing confusion, strife, and even legal battles during an emotionally-charged time. The entire concept of estate planning revolves are setting up your heirs to live harmoniously, thus underlining the importance of clearly communicating your approach and your decision-making process. The following are a few helpful guidelines when discussing your will with your heirs:

• Decide on a time that makes sense for everyone. It often makes the most sense to bring it up casually to begin with, especially dependent on your children’s ages.
• Determine whether or not you will discuss with your children as a group or individually.
• Explain the “why” behind the decisions that were made in the estate planning process.
• Talk to your spouse about how much will be shared in the initial and following conversations – typically starting with small, digestible pieces of the will is best.
• Discuss any aspect of the plan that your heirs wish to give feedback on or have concerns about – this type of open communication is helpful in making sure everyone is on the same page.

As a general rule, sharing your estate plan with your heirs should never simply be handing them a copy of the will. Discussing the plan should be just that – a discussion. Back and forth communication is imperative while explaining your will and you should expect to leave room in the conversation for questions and open discussion. The Law Office of Brenda Murzyn, P.C. provides sophisticated and personal estate planning and probate services to all clients, regardless of the size of their holdings. Our experienced staff are committed to providing the individualized services and timely response and follow-up that are essential to meeting each client’s personal needs. Contact our office today to find out which avenues of estate planning are best for you.