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.

Clients often ask attorneys for a “simple” estate plan. The request makes sense. Estate planning can feel technical, expensive, and emotionally heavy. Simplicity has real value. But a simpler document does not always create a simpler outcome.

AI may give advisory teams time back