Review This Estate Mediation Checklist Before Your Mediation Day

You have invested in mediation to resolve your estate dispute. Your mediation day is quickly approaching. No need to panic if you review these tips.

Here is the checklist to remind you what you need to do on your mediation day. It will help you focus on having a positive outcome.

Get the best results from your mediation by reviewing this checklist.

Your Best Chance – Mediation is your best chance to resolve your estate dispute before trial. You can create a new agreement.
Negotiation is Confidential – Your comments can’t be used against you later. Be prepared, however, to make reasonable concessions.
You Make Decisions – Mediators are not decisionmakers like judges. You are under no pressure to settle your dispute.
Mediation Briefs – Review them as they highlight everyone’s strengths and weaknesses. Know your position in the estate dispute.
Financial Information – Be aware of the numbers. Is your dispute over who gets mom’s original recipe book or $75,000?
Be Ready – Know what you need to seal any deal. Discuss with your lawyer what terms you must have to settle without a trial.
Your Special Needs – Have you told your lawyer about your medication needs, backup online technology or your safety concerns?
Legal Costs – Know your position on who pays legal fees if you reach an agreement now.
Costs to Continue – Know what it will cost if you must continue with court proceedings?
Participate – You can speak directly to participants, unlike at trial. Be respectful. Do not interrupt, accuse, or blame.

Please let me know what else we should add to this list.

Do you need a lawyer to help with an estate mediation? I can help. Estate Law is all I do. Contact me.

Posted In: Estates, Mediation On: April 12th, 2022

“I want to thank Ed and his firm for getting me through a very difficult time. He was recommended to me by another lawyer and I am grateful for that recommendation. Ed kept me grounded, listened to me, counseled me and supported me. I do so appreciate that. And he is worth every penny. Thank you!” - Claudia R, Toronto

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“Ed is a "straight shooter" who tells it like it is and helps you make the best possible decisions in your circumstances. I've personally seen the "magic" he can work in an estate and recommend him without reservation to anyone who wants an iron clad will or estate advice and management that saves money, frayed nerves and friendships.” - Jim R, Burlington

I have used Edward Olkovich for my own Will and I was the executor of my Brother-in-law’s will. My brother-in-law had a terminal illness and Edward had us devise his Will to minimize taxes and problems. Ed is located locally @ Jane and Bloor. He was very knowledgeable, friendly and thorough and has written many books on the subject. - Belinda M, Toronto

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Dear Ed, Thank you for all your wisdom and kindness throughout the process of settling Ann’s Estate. - Cheryl, Toronto

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