You have multiple heirs, and you want to make sure there isn’t a fight when you pass away and leave some with more inheritance than others. The reality is that you need to sit down and have a conversation with your heirs, but you don’t know how to approach the situation without causing a conflict.
There are a few different ways that you can talk to your heirs and beneficiaries about what you’re planning in the future. One option is to have everyone come to a meeting at your attorney’s office.
Why have a meeting with your attorney present?
Your attorney can help keep the peace, and they will also be there to explain the inheritances and how your heirs will receive theirs. Your attorney can give them more information about what they’ll be receiving and can answer any questions they have, legally speaking. You will also be able to make changes, in some cases, if you need to.
Why meet with all potential heirs at the same time?
While private conversations can be a great way to talk to individual heirs, the reality is that having an open conversation about your assets and estate can help everyone know what you plan and feel less like anything was hidden from them. Being clear about your wishes to everyone at once leaves no room for misinterpretation.
It can be hard to leave unequal amounts to heirs because you want to do what’s right for everyone. However, if that is your intention, it’s a good idea to have the conversation now rather than not saying anything prior to your death.