Estate Planning is Family Business: Should You Include Your Children in the Discussion?

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Last Updated: Aug 24, 2026

Read Time: 3 mins

Estate planning is family business—even if you don’t own a family business. What does that mean? It means that estate planning isn’t just about the documents and legalities; it’s about family dynamics, communication, and legacy.

More and more, I’m seeing clients who, once they get into the weeds of their estate plan, realize just how intricate and involved it can be. They start to see the moving pieces, the potential complications, and the importance of having everything documented and in order. And that’s great! But then they realize something else: They need to bring the rest of the family into the loop.

Historically, this kind of discussion has been common for business owners who need to plan for the succession of the family business. But now, even non-business owners are recognizing the need for transparency and communication within the family. And that’s a really positive shift because estate planning is part of financial literacy and it’s crucial that families understand what’s going to happen when the time comes.

Of course, there are situations where it may not be appropriate to discuss the entire estate plan with the family—maybe due to family dynamics, chemistry, or other sensitive issues. But generally, having a clear conversation about the basics of the plan can avoid confusion and disputes down the line.

More and more, I’m being asked to meet with clients’ children to explain the mechanics of the estate plan—how things are structured, what will happen when the parents pass away, and how the assets will be transferred. This is not just limited to business owners anymore. It’s part of a broader push towards financial literacy, and it’s absolutely necessary.

Having these conversations helps ensure that there’s no confusion when the time comes, and it allows children to be more prepared for what lies ahead. At the very least, it’s important for your children to know who your estate planning attorney is, so they have a point of contact when the inevitable happens and they need guidance on how to administer the estate or trust.

So, think about it: Even if you don’t own a family business, your estate plan is still family business. It’s about creating a legacy, ensuring smooth transitions, and making sure everyone is on the same page. Don’t leave your family in the dark; bring them into the conversation, and help them understand the plan.

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Client Testimonials

    
 
 
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   Angélique Pfab Green 
 
 
 
 Trustindex verifies that the original source of the review is Google. Stuart Green is incredibly knowledgeable and clearly operates at a very high level. His approach to estate planning and wealth strategy is thoughtful, modern, and well beyond the traditional. You can tell he genuinely cares about helping people protect what they’ve built. Truly impressive work and reputation.
  
 
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   Maria Cardenas Anderson 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had an excellent experience working with Stuart Green on my trust and will documents. From start to finish, he was incredibly responsive, patient, and thorough. He took the time to explain everything clearly, ensuring I fully understood each step of the process. Even after the trust was complete, he guided me on what still needed to be done — something I really appreciated. Stuart’s professionalism and kind demeanor made what could have been an overwhelming experience so much easier. I felt informed and supported every step of the way. I would highly recommend him to anyone looking for a knowledgeable and attentive probate lawyer. Thank you, Stuart!
  
 
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   katelyn rennie 
 
 
 
 Trustindex verifies that the original source of the review is Google. Stuart is outstanding! We have been so impressed with his knowledge.
  
 
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   Chris Stinson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Stuart Green is an exceptional estate attorney. He handled my father's living will and then his estate after his passing, as well as helping my mother finalize and complete her estate in conjunction with my father's death. Currently, he is handling the living will and estate planning for me and my wife and our family. I highly recommend him and his integrity of work.
  
 
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   Alejandra 
 
 
 
 Trustindex verifies that the original source of the review is Google. My experience with Stuart Green Law was a 10/10. They were professional and efficient, resolving my case quickly. I highly recommend them!
  
 
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   Joseph Marchetti 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great guy - honest businessman.  Has been very helpful for me in providing feedback and input from a law perspective on employment and legal agreements in my personal and professional life.  Would heartily recommend Stuart to others!
  
 
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   Will Desrochers 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have worked with Mr. Green for awhile now and can't recommend him highly enough. He is professional and and timely with his responses to my questions. I really appreciate how he helps me understand the plan for my estate. I look forward to continuing to work with him.
  
 
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   Chuma 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve learned a great deal from Stuart on the foundational aspects of estate planning, legacy planning and asset protection. Having had the privilege  to work alongside Stuart, I can also say that he is a top tier counselor and focused on aligning his client’s personal goals with their long term objectives and wishes.
  
 
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   Nick Delsignore 
 
 
 
 Trustindex verifies that the original source of the review is Google. Incredible person to know and be associated with. Stuart provides excellent services, that is undeniable. However you will be hard pressed to find another attorney with a truer moral compass.

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