Three Reasons Why Trusting Online Estate Planning Documents Is A Bad Idea

January 2025

   After speaking to and meeting with thousands of people regarding estate planning, a few main lessons stand out.  First, wise Christians see estate planning as stewardship of their assets and are happy to invest the time and resources necessary into stewarding those assets well.  Second, a vast majority of clients are surprised by how noninvasive the process is once it’s finished.  And third, there are always a few individuals who will attempt to save a few dollars by preparing their own documents from online forms.

   Regarding that third reality, it is understandable why people would seek a less intimidating and expensive option than a formal estate plan with an experienced attorney.  Information from many corners suggests that it can be done at a fraction of the price and is just as good as the results you might get from an expert, and it alleviates the need to locate and entrust a new professional with your personal information and wishes.

   Estate planning using online forms, however simple it might seem, is consequential legal work.  And for the following three reasons, doing your own legal work is a shortsighted and dangerous idea.

   1). Online Legal Work Is Unsupported
   Anyone who has explored online legal form generation software knows that the very first page a user en ...

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