Printable worksheet

The Family Property Conversation Kit.

Organize goals, questions, expenses and next steps before discussing inherited property with relatives. This is not a contract or waiver of rights.

Our preferred outcome for the propertyFacts we know and documents supporting themQuestions we still need answeredCosts or deadlines that need attentionPeople who should participate in the next discussion

A next-meeting agenda

What is each person’s immediate goal for the property?
Which facts and documents are confirmed, and which are only assumptions?
Which expenses, repair, insurance, occupancy or notice questions need attention?
What professional or official questions need an independent answer?
What is the next meeting or document-gathering step?

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