for Family Transitions

The successful crafting of a Collaborative Prenup is a process involving many elements. While your Collaborative Prenup will be a legal document, creating one successfully involves much more than skillful legal writing. One critical element is creating an optimal environment in which these potentially tricky discussions may occur productively. Another is how you reach those agreements. A third element is what agreements you and your future mate choose to include in your Collaborative Prenup. A fourth is finding the other professionals, lawyers and perhaps financial specialists, appropriate for your situation who work well as a team and who can help each of you understand the possible future implications of your decisions. The final element is managing the process effectively and efficiently.

Facilitating your conversations in a non-judgemental environment so your deepest concerns and goals are explored and discussed, is critical to your having a prenup that meets each of your needs. A coach guides these discussions - and often raises those topics most difficult to discuss - so you both can talk openly and safely about them, sometimes for the first time. Initial preferences may change over time with additional discussion as trade-offs are made in the context of the bigger picture and your personal priorities. What you choose to include in the prenup often changes over time as well.

Having the right people on your team, who work together well and will commit to your timeline can literally make or break the successful completion of any Prenup. Having worked for many years with legal and financial professionals in this highly specialized field, Kate is familar with individual backgrounds and team dynamics. After identifying and understanding your goals and preferences, she can provide each of you with at least three collaboratively trained lawyers who have worked well together in the past and can skillfully draft the legal document - your Collaborative Prenup, She can also, if desired, prepare you for your individual interview process with them so you know what to look for and ask. Kate will involve your financial professionals as much or as little as mutually comfortable or can refer as needed, again taking the dynamics of the team into account.. Comprehending the possible financial implications of your agreement is essential so she frequently checks in with each of you about how well your understanding is.

The final element is managing the process effectively and efficiently. Kate uses her considerable project management skills to help your process go smoothly. By creating a meeting schedule and task timeline with you at the beginning of the process, securing the lawyers' commitment to both at the outset, preparing the agendas, managing the meeting clock and coordinating the meetings, locations, and team communications, you can create your Collaborative Prenup in both a thoughful and timely manner.