Air It Out Before It Goes to Court, Elder Law Attorney, Woodstock, GA

Family fighting over estate plans and court challenges are sometimes unavoidable. When people feel slighted or have grievances, they often feel compelled to fight to the end. However, it might help to avoid court challenges to your estate plan if you gave your family a chance to express their feelings before you pass away.

When people think they have been wronged and treated unfairly in an estate plan, they often feel like they have no choice but to challenge the estate plan in court. That is their only opportunity to get the estate plan changed in a way they think is appropriate. It is their only chance to engage in a dialogue with other family members about the estate plan and their grievances.

Recently, The Wills, Trusts & Estates Prof Blog offered another suggestion in “Using Family Meetings to Smooth Over and Explain Estate Transitions.”

The idea is a fairly simple one. You can call a family meeting, including everyone who has a potential stake in your estate plan. At the meeting you can tell them what you plan for your estate and why. By doing so you give your family the opportunity to say how they feel about your plans and to engage in dialogue about it.

If your family has the opportunity to discuss it now, it might make it less likely that they will take it to court after you pass away.

Of course, a family meeting about an estate plan is not necessary for all families and it is not a panacea that will result in no challenges to an estate plan. It is, however, one method to perhaps make estate challenges a little less likely.

Reference: Wills, Trusts & Estates Prof Blog (Dec. 7, 2015) “Using Family Meetings To Smooth Over And Explain Estate Transitions.”

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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce