How Can We Help

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.


Why Mediate?

"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

Avoidance of Litigation

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.

  • Have your perspective heard
  • Resolve conflict
  • Save relationships and solve problems
  • You Decide; keep control of process
  • Court is time consuming and expensive
  • Sensitive alternative to litigation
  • Faster resolution when in litigation
  • Fair distribution of life's worth and sentimental items

Estate Planning & Charitable Mediation

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.

  • Communicate your wishes with loved ones
  • Have your decisions honored and understood
  • Implement purposeful charitable decisions
  • Tax effective strategies
  • Chance for others to say "Thank you"

Fiduciaries

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.

  • Set guidelines for communication
  • address underlining tensions and clarify expectations
  • establish protocols
  • review budgets
  • manage expectations
  • educate all involved
  • manage conflict; save relationships and solve problems
  • appropriate administrate expense

Frequently Asked Questions

WHAT MAKES PCM UNIQUE?

NO LITIGATION: We only mediate and never litigate at Pacific Coast Mediation. This allows our focus to always remain on communication and settlement.

TEAM MEDIATION: We are one of just a few mediation practices that always co-mediates. All our clients receive an attorney and non-attorney mediator for their process. Our clients appreciate this unique and balanced perspective.

NO HIDDEN COSTS: By offering all-inclusive packages we ensure transparency in our fees. You choose the package that meets your individual needs. No billable hours therefore no surprise billing at the end.

HOW DOES MEDIATION WORK?

MEDIATION
Mediation sessions are informal but structured discussions facilitated by the mediators. All parties will have an opportunity to discuss their perspective on the issues. The mediators structure the discussion to help clarify the issues and move toward an agreement. PCM focuses on the future.

YOU DECIDE
The mediators do not decide the outcome, but help the parties reach their own agreement on all issues of estate planning and dispute resolution. Mediation is a way of achieving results while preserving, and at times even enhancing, the relationship of the parties.

PRIVACY
All parties will meet in our office to discuss all the issues that need to be resolved (not in the public court room). Your discussions regarding the issues that are personal and private (such as your money, care as you age, funeral wishes, choosing of beneficiaries etc.) are simply discussed at the mediation table with the mediators and not in the public arena of the court room.

AGREEMENT
An agreement is reached when all parties are satisfied with all of the terms. You know your unique needs, wants and relationships better than we do. PCM is not the decision maker, you are. We will support you, facilitate the conversations on the issues that need to be decided, give you legal information (not legal advice) and draft a memorandum of settlement for clients settling or avoiding litigation.

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