We live in somewhat of a “microwave society” that is based on instant gratification. You can find out how to do just about anything on the Internet, and a lot of people like to look for shortcuts. This enters the picture when it comes to estate planning.
Boilerplate Legal Documents
There are websites that sell downloads and worksheets that you can use to create legal documents, including last wills and trusts. They try to float the idea that anyone can create an estate plan without any legal guidance at all. You just follow the instructions and fill in the blanks, and you are good to go.
It sounds easy enough on the surface, but several years ago, the highly respected publication Consumer Reports became interested in the DIY estate planning phenomenon. They decided to put it under the microscope so they could give their readers advice.
Staffers used tools that they obtained from three of the leading sites that sell legal documents, and they created simple wills using commonplace hypothetical scenarios.
After they were completed, they were handed the documents off to three prominent legal professors that agreed to take part in the study. The educators found flaws, and they stated that unintended negative consequences can come when these worksheets are used by inexperienced people.
Ultimately, Consumer Reports advised readers to steer clear of do-it-yourself estate planning in most situations.
Another thing to take into consideration is the fact that there are many tools in estate planning toolkit. Are you aware of all of them, and do you know why you may want to use one instead of another?
There is an ideal approach that can be taken to address any and all scenarios. If you take things into your own hands, you can make mistakes that negatively impact your loved ones.
The Stakes Are High
Throughout your life, you invariably get professional advice when you are considering any type of big financial move.
If there will be a contract involved, you are not going to draw one up yourself, because you want to make sure that you are completely protected in the eyes of the law. Many people that fully understand this dynamic do not apply it to the estate planning process.
When you plan your estate, you are arranging for the eventual transfer of everything that you have accumulated to the people that you love the most. Why take chances when qualified estate planning assistance is just a phone call away?
Take Action Right Now!
We know that some people feel uncomfortable discussing personal matters with an attorney that they have just met. This is totally understandable, and we take it to heart when we interact with our clients.
Everyone here on our team sincerely cares about the well-being of the people in our communities, and we got into this area of the law for a reason. Our intention is to make sure that you preserve your legacy and pass it along to your loved ones safely, efficiently, and effectively.
You can be absolutely certain that you will feel totally comfortable whenever you interact with anyone on our team, so there is no reason to take pause. And once we establish a relationship, we will be perfectly positioned to update your plan if circumstances in your life change.
If you are ready to set the wheels in motion, you can schedule a consultation appointment in Oklahoma City if you give us a call at 405-843-6100. The number in Overland Park, Kansas is 913-385-9400, and you can use our contact form to request an appointment at either location.
You cannot put a price tag on peace of mind.