Why estate planning should involve every generation of your family

A good estate plan does not just work for the generation that creates it.

It needs to work for the generations that come after it too.

That means putting the most robust and personalised plan possible in place.

It means reviewing it regularly as circumstances change.

But it also means something that many families never quite get round to.

Bringing the next generation into the conversation.

Because at some point, the children of our clients will be asked to step up.

As trustees. As executors. As the people responsible for carrying the plan forward at the most difficult moments in a family’s life.

The earlier they are involved, the better equipped they will be when that moment arrives.

Not overwhelmed by it.

Not encountering it cold.

But ready.