Estate Planning Facilitation + Mediation

How Mediation Helps At Every Stage

Pre-Planning Stage

✔ Facilitating open, honest discussions about wills and inheritances
✔ Addressing succession planning concerns before they become disputes

During the Planning Process

✔ Resolving disagreements between beneficiaries and fiduciaries
✔ Supporting decision-making to prevent fatigue and delays
✔ Balancing power dynamics to ensure fair participation

Post-Death Resolution

✔ Handling will contests and disputes over asset distribution
✔ Clarifying ambiguous provisions to prevent family conflicts

Estate planning is more than just paperwork—it’s about protecting your legacy and ensuring your loved ones are cared for. But the process can bring up difficult conversations, complex emotions, and potential conflicts. That’s where I come in.

As a mediator and facilitator, I help families navigate estate planning with clarity, communication, and collaboration. Whether you need to make key decisions, move past stuck points, or determine how to involve your family in the process, I provide the structure and support to ensure thoughtful, informed choices.

Estate-Planning Situations That Often Benefit From Mediation:

Mediation can be particularly valuable for families facing complex estate planning dynamics, such as:

✔ Clients stuck in the process where co-decision-making is necessary
✔ Guardianship, healthcare proxies, and long-term care planning
✔ Special needs planning, including lifelong care discussions
✔ Blended families and differing perspectives between spouses
✔ Co-owners of businesses or investments navigating succession plans

Deciding How to Communicate Your Estate Plan

Some families prefer to inform their loved ones of their decisions, while others seek a more collaborative approach. I help you determine what works best for your situation and, if needed, facilitate meaningful family discussions to ensure transparency and understanding.

Why Work With a Mediator on Your Estate Plan?

✔ Keep the estate planning process moving forward
✔ Prevent family disputes before they escalate
✔ Reduce stress and ensure all voices are heard

Let’s make estate planning a smoother, more constructive process for you and your family.