Episode 36: How to Talk to Your Family About Your Estate Plan

Episode 36: How to Talk to Your Family About Your Estate Plan

Published September 22, 2025

Your estate plan only works if your family knows about it.

Here’s how to start the conversation—before it’s too late.

We're here to help!

Darren Devine, CFP®, CLU®

Financial Planner, Sun Life
President of Devine and Associates Financial Services Inc.

Darren here, let’s face it—talking about money and death isn’t easy. But when it comes to your estate plan, silence can create confusion and conflict.

One of the most powerful things you can do is have a clear, open conversation with your family about your wishes. This includes who your executor is, where your will is kept and how you want things to be handled when the time comes.

It doesn’t need to be dramatic—it just needs to be honest. Conversations now can help save heartache later.

We help families prepare for these talks by organizing documents, reviewing intentions and helping you feel confident about your plan.

Protect your legacy by making sure your voice is heard—even after you're gone.

Thanks for tuning into Money Monday. Don’t forget to like and comment for more episodes filled with tips to help make your financial journey a breeze. Until next time, I'm Darren Devine, and you can always talk to us today at DevineAndAssociates.ca!