Fidelity Wealth Management
November 11th, 2025
5 Questions with Fidelity: Family conversations on estate planning
There are many people who have an estate plan but haven’t taken the initiative to talk about it with their loved ones. This episode of 5 Questions with Fidelity shares “conversation cues” that can help your family have heartfelt and constructive estate-planning discussions.
Key Takeaways:
- Resistance to talking about wealth transfer is often based in fear. To overcome this, try asking your partner, children, or grandchildren about their wishes, and share yours.
- Encourage those impacted by your estate plan to share their thoughts and opinions in a “voice, not vote” structure.
- It’s important for you to think about the appropriate level of transparency for your family right now, and what you would rather disclose in the future.
