Collaborative Estates

Innovative Solutions for Collaborative Matters

Collaborative estate resolution is a method for families to manage their estate affairs efficiently, without resorting to court proceedings. This model was developed to provide comprehensive support, protection, and guidance to each family member involved.

While estate lawyers are integral to the process, additional specialists such financial advisors and family counselors may be engaged to support the family's needs.

Clients have the flexibility to select professionals according to their specific needs and benefit from their specialized expertise and assistance throughout the estate resolution process.

Collaborative estate Resolution distinguishes itself from traditional litigation through these fundamental principles:

Professionals are engaged to negotiate a mutually agreeable settlement without resorting to court proceedings.
Should either party initiate court action, all professionals involved must withdraw from the process.
Open communication and information sharing are encouraged between clients and professionals.
Solutions are crafted collaboratively to address the priorities and concerns of all involved parties.

How Does Estate Resolution Work?

While estate lawyers are essential, families may also opt to involve Estate Planning Specialists or Financial Advisors at the outset. Meetings are held both privately and jointly with the chosen professionals. Estate Resolution encourages face-to-face discussions and negotiations among family members and professionals, fostering an environment of transparency and cooperation. All assets and interests are disclosed, needs are communicated, and solutions are explored, with a special focus on the welfare of any dependents.

The outcome of Collaborative estate resolution is an agreement reached through mutual understanding and problem-solving. Families, together with their chosen professionals, take an active role in shaping the final agreement, ensuring it reflects their unique circumstances rather than being imposed by the court.

What Are The Benefits of Estate Resolution?

Families retain control over the process, avoiding the need for court intervention.
The welfare of dependents is prioritized throughout the resolution process.
Families commit to reaching agreements through a collaborative problem-solving approach.
Respectful communication minimizes conflicts and fosters cooperation.
Open dialogue allows all parties to express their needs and concerns, paving the way for effective long-term solutions.
Complete transparency ensures all relevant information is shared and considered.
Direct negotiations facilitated by professionals enable efficient and mutually beneficial resolutions.

The Estate Resolution process empowers families to plan for their future and that of their dependents, facilitating a smooth transition to the next phase of their lives.

Take The Next Step

Schedule a consultation with one of our Estate resolution professionals. You can book an appointment with one of our attorneys, or if you prefer, you can reach out to a financial advisor or family counselor.