Estate Planning

At the outset of Estate Planning, Trust-makers choose their neutral Financial Specialist to collect and analyze their financial data. Trust-makers also select a neutral Mental Health Specialist to facilitate necessary yet difficult conversations among heirs. These conversations clarify the Trust-makers’ intentions, and affirm relationships among the heirs by ensuring heirs feel heard and understood. The Mental Health facilitator makes clear that Trust-makers will make all final decisions. Trust-makers also select a Collaboratively-Trained attorney to represent their interests, write up their Estate Plan and put their intentions to paper, informed by the Financial Neutral and Mental Health Neutral. 

Neutral Financial Specialists
Neutral Mental Health Facilitators
Trusts & Estates Attorneys