Why Communication Matters in Estate Planning
Creating an estate plan is a deeply personal process, but keeping it entirely private can lead to confusion, delays, or unintended consequences. Communicating your estate plan to the right people ensures your wishes are honored and your loved ones are prepared to act when needed.
A Tiered Approach to Sharing Your Estate Plan
1. Trusted Decision-Makers (Full Access)
Who to Inform:
- Spouse or significant other
- Personal representative or executor
- Trustee and successor trustee
- Agents under financial and medical powers of attorney
- Guardian for minor children
What to Share:
- Location of estate planning documents (will,
