Inheritance disputes can be caused by almost anything, especially if something seems unclear or unfair in the will. Such misunderstandings can tear families and friendships apart, which is why it’s necessary to prevent them.
1. Get the right attorney
Whether you received the help from your life insurance company or you searched for an attorney to help you personally, it’s a big deal who you’re working with and how you’re doing it. When you’re planning your estate with the help of an attorney, you should take your time to meet privately with them. If you interact with them together with a person on your will, it can make other beneficiaries think that you were influenced when making some decisions.
In other words, by making sure you choose a professional attorney with whom you have only private, in-person meetings, you’ll make sure they’re regarded as impartial. This way, no one can claim that you were forced or tricked when deciding who’s named in your will and what each person receives.
2. Update your documents
Every few years, make sure you check your will and see if it fits any possible changes that could’ve taken place in the meantime. Think about it: it’s possible that someone believes you didn’t have time or you forgot to include them in your will if the document appears to be outdated. If you adjust your will to your current wishes often, people will have fewer reasons to complain or doubt your estate’s instructions.
Your life can change when given many different circumstances, such as the birth of a child, the passing of a beneficiary, a marriage, or even a divorce. If your wishes are up to date, they’ll reflect on these changes. Other beneficiaries will see that you’ve taken an active stand and taken these situations into account when updating your will.
3. Avoid surprises
People can’t claim that you were wrong on your will or there were mistakes if you’ve informed in advance what they’re getting. This can be a glum conversation, but it may be the only thing between a calm and organized will execution and chaos that creates disputes between family members.
It’s also a way to prevent sadness, confusion, anger, and disappointment when reading your will. If your beneficiaries know what they’ll get upfront, they won’t hold any grudges with you or with each other. You can explain to them why you’ve come to such a decision, give them the reasons and show your feelings. They should know that you put a lot of thought into these choices.