Collaborative Trust & Estates is an alternative dispute resolution model meant to keep families out of court and to support them in creating their own solutions with a non-biased and interdisciplinary professional team.
This movement was birthed out of the Collaborative Divorce model that has successfully aided couples in amicable divorces and co-parenting plans for the past 25 years. Benefits include better listening and understanding, creating durable agreements, empowering the parties to find their own solutions, healing family relationships, and lowered costs. This model is in stark contrast to the adversarial court-based model which tends to further isolate parties and exacerbate the conflict. This traditional adversarial model provides top-down solutions that often fail to address family members’ real concerns, the issues that fuel the conflict.
Collaborative Practice can be effectively utilized in Trust & Estates matters including:
- Contests over a will or estate
- Guardianship and conservatorship disputes
- Financial elder abuse
- Disputes between beneficiaries and/or trustees