Estate Planning Readiness

Prepare Emotionally and Practically for Estate Planning Conversations

Estate planning isn't just about legal documents—it's about making deeply personal decisions about your children's future, your family's care, and your legacy. For families with special needs or blended family dynamics, these conversations can feel overwhelming.

Not therapy. Not legal advice. The essential bridge between you and your attorney.

What This Is

✅ Emotional preparation for difficult family conversations

✅ Practical guidance on decisions you'll need to make

✅ Support navigating guardianship, special needs trusts, and blended family complexities

✅ A bridge between you and your estate planning attorney

Who This Is For

You might benefit from Estate Planning Readiness if you:

- Have a child with special needs and need to plan for their long-term care

- Are part of a blended family navigating complex guardianship decisions

- Feel overwhelmed or stuck when thinking about estate planning

- Want to make sure you're prepared before meeting with an attorney

- Need help having difficult conversations with family members about the future

- Have been referred by your estate planning attorney and want to arrive prepared and confident

Get Started Today

Take the First Step Toward Peace of Mind

Schedule your initial consultation to discuss your family's unique needs and how I can help you prepare for this important process.

Book a consult

How It Works

Step 1: Initial Consultation (15 minutes)

We will have a brief call to answer any questions and see if I am able to help you and your family.

Step 2: Initial Appointment (60 minutes)

Step 1: Initial Consultation (15 minutes)

We'll discuss your family structure, concerns, and goals. I'll help you identify the key decisions you need to make and any emotional blocks that might be getting in the way.

Step 3: Preparation Sessions (as needed)

Step 4: Attorney Collaboration (with your permission)

Follow-up sessions focus on working through specific decisions, practicing difficult conversations, and organizing information for your attorney.

Step 4: Attorney Collaboration (with your permission)

If you're working with an estate planning attorney, I can provide a summary of our work to help them serve you more effectively.

Frequently Asked Questions

Please reach us at Stephanie@DrRosso.org if you cannot find an answer to your question.

What qualifications does Stephanie Rosso, PhD have?

I have over 25 years of experience helping families have tough conversations, navigate complicated legal, educational and medical systems. My unique background in advocating for special education, collaboration with estate planning attorneys and mental health background makes me very qualified to help families navigate the decisions that they need to make for their children now and in the future.

Is this therapy?

No. While I'm a licensed psychologist, Estate Planning Readiness is consultation and coaching, not psychotherapy. We focus specifically on preparing you for estate planning decisions.

Will you help me write my will or trust?

No. I don't provide legal services or prepare legal documents. I help you prepare emotionally and practically so you can work more effectively with your attorney.

Do I need to have an attorney already?

No. Many families work with me first to get clear on their needs and decisions before seeking legal counsel. I can also provide referrals to trusted estate planning attorneys.

How is this different from just meeting with an attorney?

Attorneys are experts in the law, but they typically don't have time to help you process the emotional complexity of these decisions or navigate family dynamics. I provide that missing piece.

What if I have a blended family?

Blended families face unique estate planning challenges. I specialize in helping families navigate these complexities with sensitivity and clarity.

Can you talk to my attorney?

Yes, with your written permission. Many families find it helpful for me to provide a summary of our work to their attorney.

Stephanie Rosso, PhD

Supporting Families Through Life’s Most Complex Challenges

Estate Planning Readiness

Prepare Emotionally and Practically for Estate Planning Conversations

Get Started Today

How It Works

Step 1: Initial Consultation (15 minutes)

Step 1: Initial Consultation (15 minutes)

Step 1: Initial Consultation (15 minutes)

Step 2: Initial Appointment (60 minutes)

Step 1: Initial Consultation (15 minutes)

Step 1: Initial Consultation (15 minutes)

Step 3: Preparation Sessions (as needed)

Step 4: Attorney Collaboration (with your permission)

Step 4: Attorney Collaboration (with your permission)

Step 4: Attorney Collaboration (with your permission)

Step 4: Attorney Collaboration (with your permission)

Step 4: Attorney Collaboration (with your permission)

Investment

Frequently Asked Questions