Supporting an elder relative with the estate planning process

On Behalf of | Jan 11, 2022 | Estate Planning

It is not always easy to approach elderly relatives about their estate planning needs. However, it is a discussion that needs to be had. Failing to capture a person’s final wishes regarding their estate can have lasting consequences on the family. 

How you approach the topic will be crucial.  Outlined below are some tips on how to support your elderly relative with the estate planning process. 

Take a softer approach

If you confront your elderly relatives with direct questions, such as asking them outright if they have a will or life insurance, this could put them on the defensive. It can be better to engage in a softer approach. For instance, if you say that you have recently taken steps yourself regarding your estate plan, this could be a source of encouragement. You could outline the comfort it has brought to you and your children, which may spur the person to implement estate planning measures themself. 

Emphasize their needs

It is important to convey a narrative that having a sound estate plan is in the best interests of the person you are conversing with. If they have the reassurance that they are in full control, they are less likely to feel overwhelmed. In fact, it is highly likely that they will want to prevent confusion and potential disputes among those they feel closest to. 

A sound estate plan can offer much-needed stability for family members. As you take steps to encourage your loved ones to engage in the process, be sure to have a full understanding of their legal rights in New York.

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