Estate planning isn’t just about money—it’s about people. And when emotions, expectations, and relationships intersect during times of loss or transition, the risk of family conflict rises.

At Pettis Webber Pacific, we’ve seen how grief, confusion, and lack of communication can quickly turn even well-meaning families into adversaries. The good news? Most of these conflicts are preventable with clear, thoughtful planning.

Here are key estate planning strategies you can use to help ensure a smooth transition—and keep your family united when it matters most.

When most people think about estate planning, they focus on who will inherit their money, property, or business. But true legacy planning goes deeper. It’s not just about transferring wealth—it’s about passing on your values, your vision, and the story of your life.

At Pettis Webber Pacific, we believe the most meaningful estate plans are the ones that reflect your whole legacy, not just your financial assets. Here’s how you can plan beyond money and create a lasting impact on the people you care about most.