Parent’s Estate Plan Conversation Starters

Having a heart-to-heart about your parent's estate plan is never easy. Here are a few CONVERSATION STARTERS
“Mom, something’s been on my mind I wanted to talk with you about. Maybe now is a good time to talk about a plan for when something happens to you or dad. I want to make sure I know what to do when the time comes and I need your help."
“Mary and I have some concerns after you are gone. We’d like to talk with you and make sure you have all your documents like a will/trust, power of attorney, etc.  Can you tell us your plan so we don’t argue?”
“Mark and I would like to know your plan and final wishes. If you don’t have a plan in place, we would like to help you so we will know everything to do and it will be done as you would like.”
"Mom, you have so many nice dishes and other family heirlooms. Have you thought about making a list so we know how to distribute these to the family when you are gone?"

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