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Cathy Daigle LLC

Financial Divorce Consulting

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408-354-9354
408-354-9354
Notice: My office is OPEN for business. I am using video conferencing tools such as Zoom for meetings.
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  • About Cathy
  • Divorce
    • Divorce Financial Planning
    • Divorce Process Options
    • Collaborative Divorce
    • Mediation
    • Divorce FAQs
  • For Professionals
    • Training for Professionals
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You are here: Home / Trusts and Estates / Trusts & Estates Process Choices

Trusts & Estates Process Choices

family with advisor

Whether you are considering pre-mortem planning or post-mortem resolution, you have process choices!  

Having a plan for intentional family succession and established methodologies for working through contingency issues can set your family up for resiliency.

Once you have decided to begin and/or update your estate plan, one of the most important decisions you will make revolves around which process you choose. In other words, HOW you prepare your family estate plan can make all the difference.

Each family is different and yours is unique. 

Collaborative Practice offers a respectful, no court, team approach to handling family Trusts and Estates. It helps to preserve family’s assets and relationships for the future.

Imagine a process with conversations about:

  • cares, concerns and goals are discussed
  • legal, emotional and financial needs
  • enhancing family relationships
  • planning for how you will communicate, share knowledge, and make decisions.

Build your toolbox. Create good stewards of money. Families often have a professional team facilitate a dialogue about your estate wishes. This often helps children understand the reasons behind your decisions and can help prevent hurt feelings and anger that often emerge when families haven’t had these discussions.

Regardless of which process you choose, it’s imperative that you add the expertise of a financial professional.    Learn more about how Cathy provides essential input for helping to facilitate more informed financial decisions while educating the family.  

Trusts & Estates Pre-Mortem Planning Brochure – (PDF)
Trusts & Estates Post-Mortem Brochure – (PDF)
Collaborative T & E – Is it for me? – (PDF)

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Cathy L. Daigle, CFP®, CDFA®

Cathy Daigle, LLC

P.O. Box 504
Los Gatos, CA 95031

Contact 408-354-9354
Contact Us 408-354-9354

From the Blog

Cathy Daigle Appears on Divorce TV

Cathy Daigle appeared on Suzy Miller's Divorce TV video podcast March 31st, 2022 to talk about Collaborative Divorce. … [Read More...]

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Cathy L. Daigle, CFP®, CDFA®

Cathy Daigle, LLC

Office Address

20 S. Santa Cruz Ave.
Los Gatos, CA 95031

Mailing Address

P.O. Box 504
Los Gatos, CA 95031

408-354-9354

Our firm does not provide legal or tax advice.
Be sure to consult with your own tax and legal advisors before taking any action that would have tax and/or legal consequences.

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Web Disclosure - Above, we offer direct access or "links"  to other internet websites.  These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Cathy Daigle, LLC.  Cathy Daigle, LLC does not endorse, approve, certify, or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there.  Visitors to these websites should not use or rely on the information contained therein until consulting with an independent professional.  Cathy Daigle, LLC does not necessarily endorse or recommend any commercial product or services described at these websites.

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