Estate Planning
Estate planning mediation is often used by elderly or terminally ill individuals wishing to clarify the underlying needs, interests, and goals of their estate plans to their relatives. Estate planning mediation is also used to work out the complexities of multiple marriages, blended families, unmarried families, and relatives with special needs. Mediation is helpful for estate planning purposes because:
- Mediation provides a structured environment with a facilitated discussion for multiple individuals to address difficult issues
- The individual creating the estate plan can answer questions and challenges in a safe forum
- All participants have a chance to both contribute to the conversation and hear what others contribute
- Professionals, such as accountants, attorneys, or financial planners, may be invited to a mediation session to disseminate and explain information about complex assets
- The resulting estate plan is less likely to be challenged in the future
