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The Dangers of Do-It-Yourself Estate Planning

Posted by Brian N. Sterzer | Mar 11, 2014 | 0 Comments

Thinking about creating your own estate plan through an online program? You may want to first consider the potential consequences of this route and the advantages to consulting with a lawyer. Do-it-yourself (DIY) estate planning may seem cheap and easy, yet obtaining legal counsel may save you time and money in the long run.

  1. A lawyer can help you avoid mistakes. Estate planning documents are extremely complex and require great attention to detail. One incorrect question or statement, and you could be giving someone much more than you think, whether that someone is the government or a beneficiary.
  2. A lawyer can answer your "what if" questions. In an estate plan, there are many variables and unknowns. In order to best prepare for any contingencies, like the death of beneficiary, you should work all possibilities out with an experienced estate planning attorney.
  3. A lawyer can maximize your assets. Probate and other taxes can be costly, ultimately decreasing the value of your estate. With the help of an attorney, you may be able to minimize these costs so that more assets and property can be given to your desired recipients.
  4. A lawyer knows the state laws. Each state has specific laws that residents must abide by in order for the state to legally accept their documents. If you use DIY estate planning, then you are probably going to get a standard document that may not consider the laws of your state, or all the possible loopholes that may arise for your situation.

Don't risk handling your estate matters yourself. Contact a certified specialist in estate planning and probate law at Sterzer & Associates, A Law Corporation. We can discuss your goals for your estate and your best options. Attorney Sterzer has more than 15 years assisting clients with their estate plans, so you can trust that the firm is well-equipped to handle your situation, no matter how complex! Get your free case evaluation today.

About the Author

Brian N. Sterzer

Attorney - Certified Specialist in Estate Planning and Probate

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