Creating an estate plan in Orange County is vital to ensuring that your affairs are administered in the manner that you choose after you become disabled or pass away. As part of the estate plan creation process, you may consider holding a “family meeting” that involves your beneficiaries, your fiduciaries, and your professional advisors. There are many advantages to holding this type of meeting. The following are just a few examples of why a family meeting may be right for your estate planning needs. A family meeting can be used to:

  • Explain what steps you have already taken in the estate plan creation process.
  • Outline your reasons behind your estate planning decisions.
  • Educate your fiduciaries with regard to the intention for your estate plan, as well as how you would like it to be carried out.
  • Explain to your loved ones the roles of the various fiduciaries.
  • Explain to your loved ones what steps they should take if you become disabled or pass away.
  • Explain the overall estate plan administration process.
  • Give your loved ones an opportunity to ask questions about the plan.
  • Begin the process of building a relationship between the beneficiaries, the fiduciaries, and the professional advisors who will be called upon to help administer the plan.

An experienced Orange County trust lawyer can oversee the family meeting. For those who prefer more privacy and desire to keep their wishes confidential until after their passing, the family meeting can also be tailored to be more of a vague discussion as to the roles and duties of a fiduciary and the basic concept of each document. Contact the knowledgeable Orange County trust attorneys at the Law Office of James F. Roberts & Associates, APC, for more information. Call our office today at (714) 459-5481.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm
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