Sharing and Protecting a Wil

Consider Sharing

• Consider whether you want to share the contents or a copy of the will with the named beneficiaries.
• Recognize the importance of open communication and maintaining positive relationships with these individuals.

Set Expectations

• Understand that wills are legal documents, often devoid of emotional expressions.
• Explain to family members that the will's tone does not reflect your loved one's feelings toward them.

Plan Sensitive Conversations

• If concerned about potential reactions, consider having in-person or video meetings with beneficiaries to discuss the will.
• These conversations can provide a supportive environment to address questions and concerns.

Protect the Original Will

• Never give the original will to anyone except the court or your attorney, who will file it with the court.
• Preserve the integrity of the legal document during the probate process.