• Fadi Zayto

Why You Should Hire an Estate Planning Attorney/Expert over Online Forms

It is critical to update or prepare your will, trusts, powers of attorney, health care directives, and other vital documents to ensure that your wishes are carried out in the case of your death or incapacity. Because of the seemingly cheaper cost, you may be interested in hiring an internet service provider to create your legal documents. This, however, may not go well when it comes to your estate plan. It's best to hire an estate planning attorney to assist you in drafting and executing your legal paperwork for various reasons including:

Guaranteeing the Legality of Your Paperwork

If you work with a licensed estate planning attorney, you can be confident that your document will be prepared following current state law. State rules on probate and trusts differ and are susceptible to change. You can be certain that your plan conforms with state law when you consult with a lawyer.

Keeping Your Documents Up To Date When It's Necessary

The documentation associated with estate planning should not be seen as a one-time event. When life events or changes in your financial circumstances occur, it's vital to review your estate plan and related paperwork often to verify they're still meeting your requirements.

If you already have estate planning paperwork, have them reviewed by your lawyer to determine if any changes are needed to reflect your current objectives and intentions. In other circumstances, all that is required is a simple codicil to a Will or a Trust change. Re-evaluating your estate plan to avoid probate or lower estate taxes may be a better option in other instances.

Be Sure of Your Document's Accuracy

When you do your estate planning yourself, there's a chance your paperwork won't meet your standards. The fact is that estate planning vocabulary can be complex. If you don't understand what an online form provider is asking for, you'll waste time and money. Worse, most errors in wills and other estate planning documents aren't detected until after the owner has passed away. Any changes can't be made now. When you work with an experienced estate planning attorney, your wishes will be enforced.

Obtaining Legal Advice Regarding Estate Planning and Asset Naming

There is a prevalent misconception that wills and trusts protect all of your assets. If you don't attempt to align your will or trust with your property ownership and beneficiary designations, your assets will be transferred to your heirs without your approval. Your estate planning attorney can help you with retaining assets and changing beneficiary designations. This is an important step in avoiding expensive, time-consuming, and unnecessary probate litigation when someone passes away.

Ensure Your Document Is Prepared and Enforced By a Professional

A will bought online or made from a fill-in-the-blank template might be little more than a legal form. Although online service providers are unable to notarize or witness signatures, they generally advise customers of the standards that must be met for the documents to be valid.

By having your documentation prepared by an attorney guarantees that it is suited to your requirements and goals, you won't have to worry about making your document legal since your attorney will handle it for you, including arranging for witnesses and notary public signatures if required.

A Credible Source of Information for You When Issues Arise

Developing a relationship with an estate planning attorney who will be there for you in the future can be reassuring. Your attorney may act as a point of contact and advisor for your loved ones after your death or incapacity, assisting in the proper settlement of your estate or trust.

The Bottom Line

Wills, trusts, and other legal instruments are just part of what estate planning lawyers provide, they offer other services. So, if you're thinking about employing one, get started right away. Call me today at 248-744-4434 or visit to schedule a simple consultation. I can guide you through the estate planning process and help you draft important estate planning documents.

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