Sharing your legacy plan with those you care about is a critical step, often skipped. Here’s how to make estate planning conversations with your family most productive.

SIGNING THE PAPERWORK IS THE EASY PART of setting up your estate plan. What comes before that step (making often difficult decisions about who gets what when) and after that step (communicating those plans with your family) can be emotionally fraught.

In fact, that’s the very reason many people keep their plans under wraps even after they’ve completed their documents. “They might be uncomfortable talking about their own mortality or worry that learning about their family’s wealth could impact their children’s work ethics,” says Howard Weiss, Family Office Consultant for Bank of America Private Bank. But the price of silence can be steep.

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