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You've Chosen the People. But Have You Had the Conversations?

6 min readBy Angela
You've Chosen the People. But Have You Had the Conversations?

Angela Rollinson explains why SEND families in North Yorkshire should discuss trustee, executor and support roles, not simply name people in a Will.

You've chosen the people you trust. But have you had a proper conversation about what you're asking them to take on?

It's something I have been thinking about as a SEND mum and through my work with families.

We spend time deciding who should be named in our Wills. Who would make sensible decisions? Who would look out for our children if we were no longer able to?

Those questions matter. But choosing someone is only the beginning. We also need to help them understand the responsibility they may be accepting.

A name in a Will is only the beginning

In my previous blog, The Key Roles SEND Families May Need to Consider, I looked at the different people who may be involved in a family's future planning. Executors, trustees, guardians and attorneys have different responsibilities.

But there is a gap between naming someone and helping them feel ready.

Someone may agree to be a trustee because they love your child. Have they thought about what managing a trust could involve over many years?

A family member may offer practical support. Have you discussed how that could fit alongside their own commitments?

Someone who is confident with money and paperwork may not be the person who understands your child's everyday life best.

That does not mean you have chosen the wrong people. It means the plan may need more than one person's strengths.

One person does not have to do everything

As parents, we may look for one person who knows our child, cares about them and would always have their best interests at heart.

I do not think future planning is about finding somebody who could take our place. No one can.

It is about working out how the right people could contribute in different ways.

One person may understand your child's communication and preferences. Another may be comfortable with money and legal responsibilities. Someone else may be good at staying involved and helping your child's views to be heard.

Each contribution is different. They can still form part of the same plan.

So perhaps the question is not, “Who could take my place?”

Perhaps it is, “How could the right people work together around my child?”

What happens when the conversation has not happened?

Imagine you have asked a close family member to act as a trustee under your Will. They agree, and you feel relieved to have made the decision.

Years later, when they are needed, they discover that the role involves decisions they had not anticipated. They may need professional advice, information about your child's circumstances and support from other people.

They may still be the right person. An earlier conversation could help them understand the role, ask questions and think about what they may need.

This is why future planning has to be about more than legal documents.

A Will can appoint executors and may establish a trust. What it cannot do by itself is build understanding between the people who may need to work together.

A legal document may give someone the authority to act. But it cannot, on its own, give them the understanding and support they may need to carry out that responsibility.

For SEND families, where communication, relationships and support can be highly individual, that distinction matters.

Start with one conversation

These conversations do not need to begin with a formal family meeting.

You could ask whether they would be comfortable taking on a particular responsibility. Explain what the role may involve. Ask what concerns they have, what support they might need and whether sharing responsibility would feel more realistic.

Give them room to say they are unsure. That may be the most useful thing you learn.

People's circumstances change, so it is worth returning to these conversations. Wherever possible, your child's own wishes, preferences and choices should also help shape the plan.

In my SEND Futures Planning approach, I use four areas to help families think about the future: People, Plan, Protection and Peace of Mind.

People and Plan belong together. Choosing the people matters, but so does preparing them to work together, understand your child and accept the responsibilities involved.

If you have already named people in your Will, your next step may not be another document. It may simply be asking:

“We've put your name down for something important. Can we have a proper conversation about what that might mean?”

Choosing someone gives your plan a name. Preparing them gives it a better chance of working.

Where could you start?

My free SEND Family Future Planning Guide walks you through the four areas of my 4P Framework: People, Plan, Protection and Peace of Mind.

You do not need every answer before you begin. Start with one question, one conversation and one manageable step.

Download the free SEND Family Future Planning Guide to help you get started.

This blog is general information for families in England and Wales. It is not personalised legal advice, and the right approach will always depend on your family's circumstances.

Start the Conversation That Matters

Angela Rollinson supports SEND families across North Yorkshire with clear, compassionate estate-planning guidance. Start with a free, no-obligation conversation about the people, plans and protections that matter most to your family.

Learn More About Angela Book a Free Consultation

About the Author

Angela

Angela

Estate Planning Consultant, North Yorkshire

Angela is the BFW Estate Planning Consultant for North Yorkshire, covering York, Harrogate, Wetherby and Leeds. She has a particular specialism in estate planning for families with children with special educational needs.

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