Our Estate mediators are impartial professionals who are skilled and trained in listening, diffusing tensions, explaining estate matters and focusing the parties on options to come to a supportive, sound, solution.
"Pacific Coast Mediation was referred to us by a close friend. I am thrilled that we were able to resolve our problems without costing us our retirement. Thanks."
- San diego
Despite our best intentions, disagreements can occur regarding inheritance as well as division of responsibilities in caring for assets, elders, children or pets. It is in everyone’s best interest during these emotionally charged times to re-group and work through the issues in a thoughtful and guided manner. Mediators will support all parties to get a clear understanding of legal, emotional and ethical considerations while best trying to honor the benefactor’s wishes. Mediation will allow all sides to be heard and help all parties come to an agreement they can live with.
Court is time-consuming and expensive. It is not uncommon to see a substantial portion of a person’s estate used up while sorting through disputes. Mediation is a sensible alternative to litigation and it can also be used at any time to settle litigation that has already started. Relationships between executors/trustees and beneficiaries are complex and often misunderstood. PCM will help clear up uncertainties and work together with all involved to implement a plan that allows parties to protect their interests while respecting each others concerns. We will facilitate discussions between all interested parties (beneficiaries, creditors, care givers, charities, executors, trustees, guardians) and assist all parties to come to a mutually agreeable arrangement.
Considering leaving a philanthropic legacy? We will initiate introductions to established charities or aid discussion with your own to ensure your goals are understood, fulfilled and honored. Many of our clients tell us they are interested in some form of charitable gift while they are considering how to split up their assets. Apart from filling a philanthropic desire to give back in some way, it can also be an extraordinarily effective tool used by many to minimize taxes.
Donations to charities can ultimately provide a greater financial benefit to loved ones. We will work with you and the Charity to structure the most tax-effective gift while ensuring the Charity understands and honors your intentions for the gift you are giving them. This is a great process to have your adult children or family members participate in so they can better understand, implement and respect your decisions regarding your charitable donation. Being a part of the discussion and process allows adult children or family members to understand your desires and creates a higher level of follow through with your wishes. We can assist you in picking a charity or work with one of your choice.
Whether you are a family member or a professional Fiduciary, early mediation is a valuable tool to help fiduciaries set the tone and expectations as you administer an estate. Mediation can be used at any time as either an initial ground rules meeting or as a check- up to an existing relationship to help stay on course or modify as needed.
Mediation is an opportunity for the fiduciary to educate all parties involved. This can help avoid conflict, save relationships and solve potential problems. Parties are given a voice to be heard while gaining insight into the role of fiduciary. Early mediation can help to generate understanding and foster an environment of trust and buy- in to the fiduciary’s responsibilities.