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How to Start The Conversation About Estate Planning and End-of-Life Tasks With Your Parents
(In Three Easy Steps)
Starting a conversation with your parents about their estate and end-of-life plans can be challenging, but it’s one of the most crucial discussions you can have. Below is a three step process to help you easily start the conversation with your parent(s).
FIRST
Use your results from the quiz below to get an understanding of how prepared you are to manage your parent(s) affairs in the event something were to happen to them.
SECOND
Use your results from the quiz above to start the conversation with your parents. Below are three examples of what you can say or text to them to get the conversation started.
“Mom/Dad, I took a quiz about estate planning and I’m surprised by the results. Next time I see you, can we chat?”
“Hey Mom/Dad, I recently completed a quiz on estate planning and found the results quite eye-opening. When are you free to talk?”
“I just took this interesting estate planning quiz and was really surprised by what I learned. Can we talk about it the next time we get together?”
THIRD
Start Thinking About The Best Way To Organize Their Estate Information
