Estate conversation facilitation

Before the paperwork.
Before the courtroom.

When a diagnosis lands or a property needs to sell, siblings who shared holidays find themselves dividing assets under pressure. Soreva provides trained facilitators to guide that conversation before it falls apart.

Join the waitlist See how it works
70%
of estate disputes are preventable
$40K+
average litigation cost per family
4.9
average facilitator rating
2,400+
sessions completed
How it works

A structured conversation
with professional guidance

Facilitation fills the gap between estate planning documents and the human conversations they require.

1
Find the right facilitator
Filter by specialty, format, language, and verified outcomes. Every facilitator's history is transparent — session count, ratings, and consensus success rate.
2
Schedule in person or over video
Book a multi-hour structured session for all parties. Soreva handles scheduling, reminders, and pre-session intake for every participant.
3
A guided family conversation
Your facilitator manages emotions, keeps the discussion on track, and steers toward resolution — not entrenched positions. Typically three to five hours.
4
Signed consensus document
Sessions close with a written agreement all parties sign. Records live in your secure vault — accessible to your estate planner and legal team.
Secure vault

Every record.
Every agreement.

Session notes, consensus documents, and signed agreements are encrypted and stored in one place — accessible by your family and your legal team.

Encrypted at rest and in transit
Role-based access for family members and advisors
Exportable for your estate planner or attorney
Retained only as long as legally required
Session vault
Encrypted
March 15 — Consensus agreement
Signed by 4 parties · 3 pages
March 15 — Facilitator session notes
M. Kowalski · Confidential
Property allocation summary
Attached to agreement · PDF
256-bit AES encryption · Access logged and auditable · Bank-level security

We avoided years of estrangement in a single afternoon. The facilitator made it possible to say things we'd been unable to say for a decade.

Family of four, Boston — estate of $2.4M property and shared business

Start the conversation
before it starts itself.

A member of our team will reach out when our waitlist opens up for you.

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