For Estate Planning Attorneys
The conversations that determine whether the plan holds.
A practical meeting guide for helping wealthy families prepare the people behind the plan.
You've drafted the documents. You've structured the trusts. You've minimised the tax exposure.
But when your client dies, the plan is tested by people — not by paperwork. And most families are not ready for that test.
This toolkit gives you a structured way to prepare them.
What the toolkit contains
A 30-minute meeting framework
Six timed steps you can run inside an existing client process.
A family readiness check
Ten statements that surface what your client hasn't addressed.
The seven-conversation map
Purpose, heir preparation, family conflict, blended family, stewardship, emergency, legacy.
Word-for-word opening scripts
Including a five-minute family meeting opener your client can use directly.
A client action plan
Up to three next steps with owners and deadlines.
A detachable client worksheet
Pages 13–14 that you may print and share with your own clients.
Download the toolkit.
A free 15-page professional resource. No form, no email required.
Also available: the family edition for your clients.