10 Questions to Ask for Will & Estate Planning

  1. When is the best time to plan?

  2. What are some strategies to begin the conversation?

  3. Is there a right or a wrong way to address the situation without putting the parent on the defensive?

  4. What are the next steps and what might be different based on decision-making ability?

  5. How do you balance a family member's independence and safety?

  6. What are the documents that need to be in order?

  7. Is there anything specific to estate planning that families should keep in mind?

  8. My siblings and I don't agree about the next step regarding our parent's estate and fight every time we talk about it. How do we proceed amidst this controversy?

  9. I think dad is afraid we're trying to take control of his life by handling his estate and other affairs for that matter. How can we help him not feel this way?

  10. What if the parent is being difficult and isn't receptive to this change?