Talking to your parents about estate planning isn’t easy—but it’s one of the most important conversations you can have.
If your parents don’t have their wishes documented, you could be left scrambling at a time when emotions are already high.
Why You Need to Have the Conversation
Without a plan:
- You may not know what your parents want
- Family disputes can erupt over money or care decisions
- The courts may get involved in guardianship or probate
Start With These Questions:
- “Do you have a will or trust set up?”
- “Who is your healthcare decision-maker?”
- “Where are your important documents stored?”
Stay calm, respectful, and focus on your concern for their well-being, not their money.
What Documents They Should Have
- Will or Trust
- Power of Attorney
- Healthcare Surrogate
- Living Will
- Beneficiary designations (insurance, retirement)
How I Can Help
I offer compassionate, confidential consultations where we walk through everything—with no pressure. Sometimes it helps for a third party to start the hard conversations.
Encourage your loved ones to make a plan before a crisis hits. I’m here to help every step of the way.