Before any legal documents are signed, the most critical step is having a vulnerable and honest conversation with the person you’ve chosen.
This session led by Melissa Holcombe, DSW, LCSW, guides you through the “soft skills” of estate planning, focusing on how to approach the topic without causing family friction or fear. We break down a 5-step framework to help you explain your “why,” outline the specific responsibilities involved, and gauge your candidate’s true willingness to serve.
Attendees will learn how to handle potential pushback and ensure their future advocate feels honored rather than overwhelmed by the request. By the end of this session, you will have the confidence to turn a difficult conversation into a moment of profound trust and clarity.
