Paul Edelman and Martin M. Shenkman provide commentary on how the language advisors use in meetings, letters, and file memoranda can move clients from merely approving an estate plan to truly owning it—particularly when the conversations involve the emotionally difficult terrain estate planning inevitably covers: mortality, incapacity, control, family conflict, and the readiness of beneficiaries.

Many wealth advisors recognize when a family would benefit from facilitation, but introducing the idea can feel delicate. This field guide offers practical language for positioning facilitation as added structure for important decisions rather than as a response to family dysfunction.

AI may give advisory teams time back