Four Tips for Discussing Your Estate Plans at the Holidays

Family gatherings are the perfect time to talk with family members about representing you in your estate plan and to let them know what the expectations would be.

A younger woman and an older woman have a discussion while sitting at a table.
(Image credit: Getty Images)

Believe it or not, the holiday season is right around the corner! Family members near and far are finalizing the details of their travel arrangements, excited to watch energetic grandchildren run around in their living rooms and have lively discussions with school-aged children about all of the new things they are learning and extracurricular activities they are engaging in.

For those thinking through their estate plans, these holiday gatherings present a unique opportunity to discuss their plans with their nominated representatives (e.g., trustee, executor, guardian). While walking through estate planning may not sound quite as exciting as the opening of presents, realistically, this is one of the few times when family members are all together each year, and it often carries plenty of downtime. Sideline conversations among subsets of adult family members surrounding familial issues such as estate and financial planning between multiple servings of dessert are incredibly common.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Allison L. Lee, Esq.
Attorney-at-Law, Director Trusts & Estate Content, FreeWill

Allison L. Lee is the Attorney-at-Law, Director Trusts & Estate Content for FreeWill, a mission-based public benefit corporation that partners with nonprofits to provide a simple, intuitive and efficient online self-help platform to create wills and other estate planning documents free of cost. Through its work democratizing access to these tools, FreeWill has helped raise billions for charity. Prior to joining FreeWill, Allison spent more than a decade in private practice.