Often, when our team meets with an executor or administrator for the first time, a key concern on their mind is how to keep the estate peaceful and avoid estate disputes.
Maybe you are in a situation where you have reason to believe things could get out of hand.
Or perhaps you believe things will go smoothly but want to make sure.
Either way, this article will help. We’ll be going through our top tips for keeping the estate peaceful and avoiding estate disputes.
My name is Erik Broel & I am the founder & CEO of Georgia Probate Law Group.
At our firm we help families who have lost a loved one navigate the complex and confusing legal process so they can make sure the estate is handled properly and their loved one’s memory is honored.
When we talk about how to keep an estate peaceful, it is helpful to understand why disputes erupt in the first place.
One of the largest issues we see are communication failures.
Fortunately, these are some of the simplest types of disputes to prevent.
Here are some specific recommendations to eliminate these easily preventable disputes:
1. Be Open and Transparent About the Estate’s Business.
We often see executors and administrators who wind up in a dispute because they did not want to disclose information about the estate and its transactions.
Unfortunately, that almost always leads those on the outside becoming suspicious and distrustful.
2. Keep the Lines of Communication Open and Develop a Communication Rhythm.
If you let everyone involved know how often you will be communicating and about what, it can ease tensions because they know what to expect and they know you will be reporting back on progress.
Once you set the schedule, though, make sure you stick to it.
3. Understand Your Audience When You Communicate and Adapt Accordingly.
Some people will prefer logical and rational communication (with little emotion), while others will need some empathy built in.
In an estate situation, emotions can often run high and feelings can be hurt easily.
We’d recommend showing empathy when you communicate because even when there is a tough decision or issue to tackle, if your family knows you understand how difficult an issue it is for them it can ease tensions and lower the chances that a large dispute erupts as a result.
Everything discussed in this article is for general information and is not legal advice.
If you are in a situation where you have concerns about keeping an estate peaceful, I recommend you reach out to our office at (770) 920-6030 to set up a consultation.
If you’re not quite ready for a consultation, be sure to download our Georgia Probate Handbook so you know how the estate is supposed to be handled.