Who Gets Grandma's Yellow Pie Plate?^TM Workbook
Table of Contents

Introduction: From Generation to Generation

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 Guide

Chapter 2: Understand the Sensitivity of Transferring Personal Property

It’s Only a Pie Plate, Right?
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
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: For Owners/Givers of Non-titled Property to Identify Special
Objects to Transfer
Worksheet 6: For Children or Other Potential Receivers to Identify Special
Objects to Transfer
Tell the Stories
Worksheet 7: Use Your Belongings as Props for Telling Family Stories

Chapter 6: Distribution Options and Consequences

If You Do Nothing: One Example of Intestate Succession
Worksheet 8: List Identifying Transfer Wishes

Chapter 7: Determine Distribution Options: 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
Remember Your Reasons for Completing this Process

Chapter 9: Completing Your Work

Have You Finished Making Transfer Decisions?

Appendix A: Glossary

Appendix B: References

Appendix C: Credits