Our Estate and Trust Planning facilitation service is designed to support clients in navigating the intricate and emotionally charged conversations that often arise during the planning process. This service aims to foster clear, respectful, and productive dialogue among family members and other stakeholders, ensuring that all voices are heard and that the planning process proceeds smoothly.

We have a strong belief that Estate and Trust Planning involves complex conversations about your assets, legacy, and the future well-being of your loved ones. Our experienced team is here to guide you through these challenging dialogues, ensuring your wishes are clearly articulated and protected.

Some core aspects of our service:

Facilitated Discussions: We provide clear communication through a neutral facilitator to guide discussions, helping to manage differing perspectives and reduce potential conflicts.

Conflict Resolution: Utilizing techniques similar to mediation, we assist in resolving disagreements and reaching consensus on key issues of the planning.

Emotional Support: Our facilitators are trained to handle the emotional aspects of estate planning, offering empathy.