Introduction: Andrew Auerbach introduces the topic of estate planning and its emotional complexities.

Jean discusses the difficulties advisors and clients face in estate planning.

Confident Clients: Those who have clear and fair estate plans.

Procrastinators: Clients who delay estate planning due to discomfort with mortality.

Reluctant Clients: Those with troubling issues, such as unequal financial support among heirs.

Advice for Advisors: Techniques for handling clients in each category and recommendations for addressing emotional roadblocks.

Role of Psychotherapy: Jean discusses how therapy can assist in navigating emotional challenges and improving estate planning.

Mediation: Benefits of mediation for resolving conflicts among beneficiaries.

Closing Thoughts: The importance of addressing both emotional and legal aspects of estate planning for effective outcomes.