Don't DIY Your Estate Plan
By Callie Cowan, ESQ.
Whether it's Fixer Upper or This Old House, we've all seen projects go awry when homeowners try to "DIY" certain things that should have been left to the professionals.
Unfortunately, we often see people try to take a "do it yourself" approach when it comes to their estate plan and the results can be just as disastrous.
Using an online program to draft your will and trust might seem appealing to some, but there are many pitfalls that could cause problems for those administering your estate when you're gone. Here are a few concerns that we as professional estate planning attorneys can help address:
- Probate Avoidance: Many of our clients wish for their estate to avoid probate upon their passing, and simply having a Will does not accomplish this goal. We have several strategies that can help provide ease for your heirs at the time of your passing by avoiding the probate process.
- Asset Alignment: This is where many "DIY" plans go wrong. Simply creating a Will or Trust is not the end goal - asset alignment is an important step to make sure that your wishes are carried out. We can provide counsel regarding this part of the process.
- Peace of Mind: When you "DIY" your estate plan, you have no support system for counsel when life inevitably takes unexpected turn. Our office is here for our clients as they navigate life changes that may affect their estate plan. We can provide peace of mind that your plan is sound and will work the way you want it to when the time comes.
Some aspects of life are simply too important for a "DIY" approach, and your estate plan is one of them. Trust us as the professionals to create a comprehensive plan that will provide you peace of mind knowing that things have been done correctly.