Not every story we hear is about confusion and conflict.
Some families get it right.
One client we worked with passed away last year.
When his kids came together afterward, something remarkable happened:
They didn’t fight.
They didn’t scramble.
They didn’t have to guess.
Why?
Because their dad had taken the time to prepare them.
He’d walked them through the plan.
He’d introduced them to his attorney and financial advisor.
He’d written a letter explaining his decisions.
When the time came, his kids weren’t overwhelmed — they were ready.
They handled the trust administration in a matter of months.
No court.
No drama.
Just a smooth handoff.
That’s what preparation looks like.
And it’s something any family can do — with a little planning and a few honest conversations.