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Do I Need an Attorney, or Can I Use an Online Service for Estate Planning?

Authored by:

Dave Schleiffarth

David has been practicing law since 2019 provides guidance and unique solutions to cusomers with their Estate Planning, Wills, Trusts, Speciall Needs Planning and Business Formation.

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You need an attorney. A comprehensive Estate Plan consists of documents that control your wealth and possessions and determine your future health care and financial decisions. Have it done right.

When you hire an attorney, the documents drafted on your behalf are designed specifically for you. Your family and financial situation are unique. Your concerns, priorities, and goals are unique. A cookie-cutter, fill-in-the-blank Will or Trust will likely do far less to achieve your desired ends than an experienced attorney can.

Another glaring drawback to online services is that they can do little to ensure the proper execution of legal requirements. You may ultimately end up with a document lacking the necessary steps, formalities, or components to be enforceable.

By contrast, an attorney can effectively counsel and advise you through the estate planning process. Hiring an attorney ensures

(1) you are getting the type of estate planning document you need,

(2) with the features you care about, and

(3) the documents will have their full, intended legal effect.