negotiation for exceptionalgeek

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week5_probate_negotiation_role_play_instructions.pdf

Probate Negotiation Role Play

Instructions:

Negotiate until all parties are agreeable to the outcome.

Think like the person described in your role.

Behavior how you think this type person would behave.

Choose how you think this type person would choose.

Argue how you think this type person would argue.

Defend in the way you think this type person would defend.

(Remember: This person is not you. That is why they call it a role play.)

Mother: Deceased

Mother was a famous anthropologist. She struggled to become respected and

recognized in the academic world. She paid a great price for her success as a

woman. She was emotional and physically distant from her kids, often being

accused of having more interest in people with bones through their noses. She

became a recognized expert and scholar in the academic world.

Roles:

1. Oldest Daughter: The Responsible One 2. Youngest Daughter: The Adventurous One 3. Youngest Son: The Middle Child

4. Eldest Grandson: The Budding Scholar 5. Twin Brother: Mother’s Twin

6. Adopted Tribal Child: The Chosen One 7. Second to the Oldest Daughter: The Vulnerable One 8. Joe (Married to the second oldest daughter) – The Scoundrel

Property List:

Home in Virginia value: 2.5 million

Cottage in South Carolina (on the coast) value: 1.5 million

Antique Furniture (in the house) value: 750 K

Bedroom set

Dining room set with hutch

Dressers: 3 with mirrors and 1 without

Bookcases (staking units – six stakes, 5 units high)

Car: Buick value: 14 K

Cat value:?

Wedding Ring value: 1.5 K

Coin Collection value: at least 3 K

Library: 900 books (some collectable) value: at least 250 K

Photographs value:?

Bank Account value: 50 K

Retirement Fund value: 200 K

Alternative:

If no agreement can be reached, then the attorney is instructed by the will to sell everything

and give 50% to her favorite tribe in XYZ land. The tribe she studied the most and wrote the

most about that, in fact, lead to her fame and recognition in the field of anthropology.

Ten percent is to go to the University where she taught. An additional ten percent will go to

the International Red Cross for disaster relief. The remaining 30% of the estate is to be

divided equally among the role players.