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What To Do When Siblings Disagree About Elderly Parents' Estate Plan

Posted on November 29th, 2025

Family fights over estate planning rarely come out of nowhere. When your aging parents start making decisions about their assets and healthcare wishes, you might discover that you and your siblings have completely different ideas about what’s fair, what’s right, or even what Mom and Dad actually want. These disagreements can get ugly fast. We’ve seen families at Silverman Law Office, PLLC go from minor tensions to full-blown estrangement over estate planning conflicts. The good news? Most of these situations don’t have to end that way.

Why Siblings Start Fighting

Think about your family dynamics for a minute. Has one sibling been handling most of the caregiving while others live out of state? That’s where a lot of resentment builds up. Money stress makes everything worse. If one adult child is struggling financially while another is doing well, the stakes feel different for each person. Add in old childhood rivalries or perceived favoritism, and you’ve got a recipe for conflict. Sometimes the issue isn’t about fairness at all. It’s about whether your parents are actually capable of making sound decisions. One sibling might see normal aging, while another suspects dementia or undue influence from a caregiver.

How To Handle Disagreements Before They Explode

Get everyone in the same room with your parents if possible. Let them explain their thinking directly instead of having information filtered through whoever lives closest or calls most often. You’d be surprised how many conflicts stem from simple miscommunication.

During these family meetings, try these approaches:

  • Ask genuine questions instead of accusing anyone of manipulation
  • Remember that your parents get to make their own choices, even if you disagree
  • Accept that fair doesn’t always mean equal in estate planning
  • Write things down so nobody can claim later that agreements never happened

If emotions run too high for productive conversation, bring in a Great Falls Estate Planning Lawyer to moderate. We’ve facilitated countless family discussions where our presence kept things from spiraling into shouting matches. Having a neutral professional in the room helps everyone focus on legal realities instead of old grudges.

When You Actually Need A Lawyer Involved

If you genuinely believe one sibling is pressuring your parents into decisions they wouldn’t otherwise make, that’s undue influence. It’s a legal issue, not just a family squabble. Similarly, if you’re questioning whether your parents still have the mental capacity to create or change estate planning documents, you need a professional assessment.

Montana ranches and farms require specialized planning that goes way beyond basic wills. We’ve worked with families where sibling disagreements about land and livestock created disputes that lasted for years. A Great Falls Estate Planning Lawyer can structure these complex assets in ways that reduce conflict down the road. Business succession planning falls into this category, too. If your parents own a company where some siblings work and others don’t, you’re looking at complicated questions about fairness, sweat equity, and future control.

The Hard Truth About Your Parents’ Rights

Your parents can leave their money and property to whoever they want. They can split things unequally. They can even disinherit someone entirely if that’s what they choose. Montana law protects individual freedom in estate planning. Unless you can prove fraud, coercion, or that your parent lacked mental capacity when signing documents, courts will honor their stated wishes. If your parents are worried about future challenges to their estate plan, they should consider including a no-contest clause in their will. This provision basically says that anyone who unsuccessfully contests the will gets disinherited. It’s a strong deterrent against frivolous legal fights.

Keeping Your Family Intact Through The Process

Plenty of siblings work through difficult estate planning conversations and come out with stronger relationships on the other side. The difference usually comes down to whether people can separate their emotional reactions from the legal and practical realities at hand. Document everything you can. Keep copies of estate planning documents, any medical evaluations related to capacity questions, and written communications about your parents’ wishes. If someone challenges the estate plan after your parents pass away, this documentation becomes absolutely vital.

Estate planning conflicts among siblings happen more often than most people talk about. If your family is stuck in disagreement about your parents’ estate plan, you don’t have to figure it out alone. Professional guidance can help you find solutions that honor what your parents want while giving your family the best chance of staying together through the process. Reach out to our Montana team to talk through your specific situation and explore options before small disagreements turn into permanent rifts.

CONTACT US

Fill out the form below to get in touch with our legal team or call Bozeman office at (406) 582-8822, Helena office at (406) 449-4829, Big Timber office at (406) 430-6600, or Butte office at (406) 299-8131 to talk to someone right away.

Silverman Law Office - Bozeman

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Bozeman, MT 59718

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Helena, MT 59601

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Big Timber, MT 59011

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Butte, MT 59701

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