Family Estate Action Planning

A family interacts with a Kanban board labeled To Do, Doing, and Done.

How to Create Momentum

Families experience all sorts of situations, obstacles, and barriers to finding a positive life after a death. The Emotional side of grief is really hard. The need to also navigate a wide landscape of tasks comes next.

Many Families can get stuck, argue, or fall into old patterns in order to get the work done. Also, there is rarely help. This document provides a picture of the landscape individuals and families navigate while seeking to find a new normal.

Additionally, the cards at the end can be used to gain clarity about the work to do and customize a plan so you and your family can get on the same page about what matters now and what can wait.

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