The Who Gets Grandma's Yellow Pie Plate?™ Video helps family members understand and address common decision making obstacles when passing on personal possessions. This free 38-minute YouTube video is filled with practical suggestions, proven strategies, and real-life stories. Use it to plan ahead, or help make decisions after a death to optimize your inheritance planning and protect your family relationships.
You can watch the complete video, jump directly to the sections that interest you, and review again as needed anytime at your own pace. We encourage you to share the video link with other family members.
This video will help you and your family to:
- Recognize the sensitivity of the issues.
- Determine what you want to do
- Decide what's fair for your family.
- Understand belongings have different meanings to different individuals.
- Consider distribution options and consequences
- Agree to manage conflicts if they arise.
The Who Gets Grandma’s Yellow Pie Plate?™ Workbook is a recommended companion to this video. The workbook offers more detailed information, examples, and a range of user-friendly worksheets to assist in passing on personal possessions. The video and workbook will help jumpstart family conversations and inheritance planning decisions.
For Professionals — Are you a professional working with others in the process of estate planning, downsizing, de-cluttering, moving, and estate distribution following a death? You can use the video to help clients understand why passing on possessions can be challenging and strategies for successful transfers by:
- Providing a link to the video and/or workbook as part of your client communication.
- Encouraging clients to review the video and complete the workbook as part of your planning processes.
- Guiding clients one-on-one through sections of the video and or workbook.
Who Gets Grandma’s Yellow Pie Plate?™ resources have proven to help compliment the services of:
- Estate planning and probate attorneys
- Financial planners
- Senior Move Managers
- Funeral home directors
- Senior housing and nursing home administrators
- Estate sale and auction administrators
Reviewed in 2019