A Community Firm
Focused On Your Needs

How can I avoid issues with my family and estate?

Family dynamics play a large role in estate planning. You need to ensure your family is on the same page when it comes to your California estate.  If you do not, your estate may end up in probate for quite some time while your family argues over the details. That is something you want to avoid if possible because it can lead to hardships for those you love.

One of the best approaches you can take is to be mindful about the potential for issues in your family, according to Forbes. If you have children who have never gotten along, for example, this sibling rivalry could pour over into how they handle your estate matters. Stepfamily situations may also present problems. Also, in-laws can bring trouble. For example, if you worry about your son’s wife trying to take all the inheritance from him, then you want to plan for that. Families each have their own unique situations, so you may want to take time to figure out where the potential issues may be in your family.

You also need to have a conversation with your family about your plans. Let them know what you want to happen and why. Make it clear that you want to handle any issues anyone has now instead of them bringing the up in court after your death. It is always best to smooth over issues now rather than to leave them for the probate process.

Dealing with family dynamics is something the probate court sees often, but to ensure your estate clears probate fast or avoids it completely, you need to handle any family problems now while you are still here to address them yourself. This information is for education and is not legal advice.