06686 - 2011
Who Gets Grandma's Yellow Pie Plate?™ Workbook
Copyright © 2011 Regents of the University of Minnesota. All rights reserved.
This is a Web Sampler. Information about the complete publication and how to order it is available here.
This workbook offers families considerations for how to transfer personal property. It is filled with hands-on worksheets, practical suggestions, proven strategies and real-life stories. Whether planning ahead or making decisions when someone dies, using this workbook you and your family members will be able to:
- Recognize the sensitivity of the issues.
- Determine what you want to accomplish, decide what's fair to your family.
- Understand belongings have different meanings to different individuals.
- Consider distribution options and consequences
- Agree to manage conflicts if they arise.
If you are an educator or caring professional working with families on personal property inheritance planning, you may use the workbook in a variety of ways.
- Guide clients one-on-one through the whole workbook
- Use the workbook to begin a discussion of the subject
- Encourage clients to complete important worksheets and read selected chapters
- Provide sample copies for review, and include ordering information
- Buy multiple copies and sell them as part of your services (some professionals provide copies to all clients, and build in or subsidize the cost)
This workbook is intended for owners of personal property, family members, personal representatives (estate executors), estate planning and probate attorneys, funeral home directors, senior housing and nursing home administrators, and estate sale and auction administrators.
Contents
Introduction: From Generation to Generation (210 K PDF)- Helping Families Through Education
Chapter 1: Who Gets Grandma’s Yellow Pie Plate?
Families and Personal Property Inheritance
- The Issue That Affects Everyone
- Decisions About Both Titled and Non-titled Property are Important Factors to Consider in this Process
- Worksheet 1: My Reasons for Completing this Workbook
Chapter 2: Understand the Sensitivity of Transferring Personal Property
- It’s Only a Pie Plate, Right? (69 K PDF)
- Facing Loss and Transitions
- Different Perceptions of What’s Fair
- Reality of Family Experiences
- Beginning the Process
- Avoiding the Issue
- Tips on Talking About Sensitive Issues
Chapter 3: Determine What You Want to Accomplish
- Sorting Out Goals
- Worksheet 2: Potential Transfer Goals
Chapter 4: Determine What Fair Means
- Being Fair is Important to Many
- Does Fair Always Mean Equal?
- Consider a Fair Process
- Understand What “Fair” Means in Your Family (157 K PDF)
- Worksheet 3: Owners of Non-titled Property Determine What Fair Means
- Worksheet 4: Potential Receivers of Non-titled Property Determine What Fair Means
Chapter 5: Identify Special Objects to Transfer
- Meanings Will Differ
- Identify Special Items
- Gather Input from Others
- Worksheet 5: Owners of Non-Ttitled Property Identify Special Objects to Transfer
- Worksheet 6: Potential Receivers Identify Special Objects to Transfer
- Telling Family Stories
- Worksheet 7: Use Your Belongings as Props for Telling Family Stories (71 K PDF)
Chapter 6: Distribution Options and Consequences
- Different Methods and Things to Consider
- If You Do Nothing: One Example of Intestate Succession
- Worksheet 8: List Identifying Transfer Wishes
Chapter 7: Determine Distribution Options and Establish Ground Rules
- Agree on a Process
- Considering Ground Rules
Chapter 8: Managing Conflicts if they Arise
- Just Listen
- Tips for Better Listening
- Listen for Feelings
- How Do I Say What I Need to Say?
- Working on Conflicts
- Can You Agree to Disagree
- Watch for Blaming (246 K PDF)
- Remember Your Reasons for Completing this Process
Chapter 9: Planning is a Process
- Where are You in the Planning Process?
- Completion Steps: Property Owners
- Completion Steps: Children and Others Working With a Property Owner
- Completion Steps: Children and Others Dealing With the Belongings
- Completion Steps: Personal Representatives Working With a Property Owner
- Completion Steps: Personal Representatives Dealing With the Belongings
Appendix A: Glossary
Appendix C: Credits (82 K PDF)
