Mediation in Estate Planning = Better client service

citypeople2When should your financial advisor or lawyer recommend involving a professional mediator in your estate planning?  When it makes sense from a client service perspective.

A mediator can help to get individuals or families “unstuck” with respect to key issues such as what to do with the family cottage, business or how to share plans for unusual or substantial bequests.  An independent and neutral mediator does not have a vested interest in any particular outcome – the mediator simply helps with the process.  The right mediator will work alongside your legal and financial advisors to make sure that the plans that you have developed are communicated to family members and that any concerns are dealt with during the planning process rather than litigated after the death of a loved one.  Consider a mediated family meeting.

For more on the role of mediation in estate planning, I would recommend reading:

Holistic Estate Planning and Integrating Mediation in the Planning Process

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