How to Discuss Estate Planning with Family During the Holidays

The holiday season often brings families together, making it an opportune time to discuss important, sometimes difficult, topics like estate planning. While estate planning may not be the most festive conversation, sharing your intentions and ensuring everyone understands your wishes can provide peace of mind for all. Taking these steps can help you start and navigate this discussion with your loved ones.

1. Prepare Before You Start

Before bringing up estate planning, it’s essential to clarify your own intentions and goals. Having an organized outline of your wishes—whether that involves the distribution of assets, healthcare preferences, or guardianship considerations for minor children—will help guide the conversation. Consider talking with a legal professional to ensure your wishes align with your estate plan before discussing details with family members.

2. Pick the Right Setting

Choose a relaxed and private setting to have this conversation. The holidays can be hectic, so look for a quieter time when everyone can participate without distractions. Timing is everything; try to initiate the discussion during a calm moment rather than at a peak festive gathering.

3. Explain the Purpose of the Conversation

Start the discussion by emphasizing why you’re bringing up estate planning. Let your family know that this conversation is meant to offer clarity, reduce future stress, and ensure everyone understands your wishes. This approach helps set a positive tone and shows that you’re thinking about their well-being.

4. Encourage Open Communication

Encourage family members to share their thoughts and ask questions. Estate planning decisions can affect everyone, so allowing loved ones to express their feelings can foster transparency and reduce misunderstandings later. It’s natural for emotions to come up, so be patient and open to different perspectives.

5. Consider a Professional Facilitator

If you anticipate any difficulties or sensitive issues, consider involving an estate planning attorney. A professional can help mediate the conversation, clarify legal details, and ensure everyone understands the plan's implications. Having a neutral party present can also alleviate tension and answer questions objectively.

6. Emphasize the Importance of Ongoing Conversations

Estate planning is not a one-time discussion. Life changes—marriage, births, financial adjustments—are all valid reasons to revisit and adjust an estate plan. Let your family know that your wishes are adaptable and that this conversation is one of many to ensure your estate plan aligns with your current circumstances.

Having these discussions openly can prevent future conflicts and misunderstandings, ensuring that your legacy is honored according to your intentions. For help with your estate plan, contact ULG LAW APC to schedule a consultation. Be sure you go beyond discussing your goals & plans with your loved ones to properly documenting your wishes in proper Estate Planning documents with legal guidance & taking ALL of the required steps. Otherwise, you may be exposing your family to unnecessary court, cost & conflict!