#102 Estate Planning Roadblocks: A Psychotherapist’s Take

Sometimes a client stalls on their will, ghosts you completely, or suddenly has a reaction that feels wildly out of proportion to what’s actually happening. In this episode, I’m joined by family business psychotherapist Tom Skotidas from Everpath to explore the emotional and psychological dynamics that can sit underneath estate planning and succession decisions. We talk about why wills can surface decades of family history, when a client’s behaviour might be a sign that something deeper is going on, and how psychotherapy can complement the work of lawyers, accountants and advisers. If you’ve ever had a client who was “almost ready” to sign… and then disappeared, this episode will give you a completely different lens on what might be happening.