Will a family be surprised when the details of the will or trust are disclosed?
There should be no unfortunate surprises using the Collaborative process for estate planning, as heirs will participate in a discussion about the details of the will or trust. With the traditional estate planning model, the will and trust are private documents and nobody may know about them. After death, they are lodged with the court and become public documents. Anyone has access to them, including beneficiaries and heirs.