Creating an estate plan is only part of the process. In this episode, we discuss what information you should share with your family once your documents are signed. You’ll learn why it’s essential to communicate with the people named in your plan, such as trustees, powers of attorney, and healthcare agents, so they know their roles and where to find important documents.

We also cover practical details that can save your loved ones time and stress, including sharing a clear picture of your assets, the professionals you work with, and any strong wishes you have around medical care, finances, or end-of-life preferences. Clear communication now can prevent confusion and conflict later.

Finally, we explore when and why it may be helpful to talk with your broader family about inheritance decisions, sentimental items, pets, and past financial support. These conversations can bring clarity and peace of mind for everyone involved. Follow the show for more estate planning guidance and take steps today to make your plan easier for the people you care about most.