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Mediation in Estate Planning

Navigating estate disputes can be emotionally and financially draining. To expedite resolution and foster healing, we often recommend mediation for our clients. In this guide, we'll outline key aspects of estate mediation, shedding light on how it can facilitate conflict resolution and help families move forward.

Understanding Estate Disputes

Estate disputes can arise following a loved one's passing or during the estate planning phase. These conflicts often revolve around disagreements among family members, beneficiaries, or loved ones regarding the decedent's choices or the interpretation of their wishes. Common types include:

  • Property Distribution: Disputes over property allocation, where one party believes they are entitled to specific assets contrary to the will or trust.

  • Validity of the Will: Challenges to the legal validity of the will based on issues such as non-compliance with legal formalities during execution.

  • Lack of Capacity: Concerns that the decedent lacked the necessary capacity when creating the will.

  • Undue Influence: Disputes arising from a third party coercing the decedent into changing their will.

  • Executor Conflicts: Conflicts regarding the selection or actions of the executor or personal representative appointed to manage the estate.

What is Estate Mediation?

Mediation is a collaborative form of alternative dispute resolution conducted outside the court. A trained mediator, often an experienced attorney or sometimes a retired probate judge, facilitates discussions among parties to reach a mutually acceptable agreement. Mediation addresses not only legal issues but also the emotional aspects embedded in family relationships.

Role of Estate Attorneys in Mediation

While the mediator assists in facilitating discussions, estate attorneys play a crucial role by providing independent legal advice to their clients. They ensure the mediation is well-prepared and advocate for their clients' best interests to protect legal rights.

Common Outcomes of Estate Mediation

Estate mediation excels at addressing underlying non-legal issues, fostering comprehensive solutions that courts might overlook. Resolving emotional matters becomes a valuable outcome, promoting healing and allowing parties to move on from strained relationships.

Duration of Estate Settlement Post-Mediation

Mediation offers swifter resolutions compared to court processes. If an agreement is reached, the mediator can promptly create a summary for parties to sign, expediting the settlement timeline.

Cost-Efficiency of Mediating Estate Disputes

Mediation not only provides a quicker resolution but also saves financial resources. Court processes and trials can be expensive, making mediation a cost-effective alternative.

Transition to Court After Mediation

If mediation fails to yield an agreement, the case can proceed to court without compromising your litigation rights. Discussions and occurrences during mediation remain confidential and cannot be used in subsequent court proceedings.

When to Consult an Estate Attorney

If facing an estate dispute, contact an estate attorney promptly. Mediation can be employed at any stage, even during ongoing court conflicts. 

In cases involving significant estates or complex family dynamics, considering mediation during the estate planning process can prevent future disputes among beneficiaries. It allows you to actively contribute to and influence the resolution, ensuring a smoother distribution of assets after your passing. 

For personalized guidance and effective resolution, reach out to our experienced legal team at the Law Offices of Leslie Sultan. Ensure a seamless distribution of assets and lasting peace of mind for your loved ones.

About the Author

Leslie has been practicing law since 2009 and is the host of the estate planning podcast 'Legacy Purse'. She has a long history of representing family members struggling to inherit property and/or wealth from deceased family members through the Probate Courts. Knowing how time-consuming and expensive the probate process is, Leslie takes great pride in helping her clients learn how to plan and protect their families during their lives so they can avoid the probate court process and save their loved ones that additional grief (and expense).


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