The Final Step in Estate Planning: Why Communication Matters Most

You have created your estate plan. Ideally, you’ve funded your trust. At this point, manypeople assume the hard part is over. While that may be true, the process is not entirely complete.The final step on your estate planning “to do” list is communication. Sharing your plan withthe people involved is essential. If you have experienced probate or trust administration firsthandor watched someone close navigate through it, you know how difficult and overwhelming theprocess can be. This is especially true when there is little clarity about the deceased’s wishes orthe steps involved. At InSight Law, we offer the option of a family meeting to help bridge that gap. During thismeeting, Bobby will sit down with you and those you choose to include in your plan, such asyour children, partner, siblings, parents, friends, or other trusted individuals. He will walkthrough your estate plan in as little or as much detail as you prefer....