The document your estate actually needs

The holidays give families a rare chance to slow down, reconnect, and reflect on what truly matters. It’s also one of the most natural moments to spark thoughtful conversations about legacy without the pressure, jargon, or formality that often comes with thinking about an estate.

In this guide, from Wealth.com, we unpack why so many wealth transfers can face unexpected issues. We focus on practical, approachable ways to help families talk openly about values, intentions, and the future. From soft conversation starters to tips for navigating emotional roadblocks, plus insights on digital assets and meaningful heirlooms, this resource is designed to make these discussions feel less daunting and far more impactful.¹

^{1. More Than Money: Estate Planning Conversation Starters This Holiday Season, 2026.}