The use of estate planning mediation can increase client satisfaction, decrease the likelihood of family litigation, and help attorneys avoid malpractice claims. Frequently in estate planning, individuals harbor hidden agendas that are not disclosed to spouses, children, or other family members. If an attorney is representing the entire group, conflicts of interest could arise due to these hidden agendas. In addition, estate planners are often working with incomplete information.

A mediator acts as a third-party facilitator to speak confidentially with all parties to access a complete set of information. The mediator will always defer to the attorney, making sure he or she doesn’t undermine any legal advice. He or she can also provide accountants and financial advisors with each client’s subjective agendas in preparation for the final estate planning document. Please contact us today to schedule a consultation with one of our experienced and certified estate planning mediators who can assist you in all your estate planning needs.