A do-it-yourself will can feel simple: fill out a form, print, sign, done. But a one-size-fits-all template rarely accounts for real-life realities. Children under 18, business partners, a blended family, or estranged relatives all require a will built around your specific situation, which a generic form will rarely cover.
Why a wills and estates lawyer matters
In this video, I explain why working with a professional wills and estates lawyer matters, and I cover two other documents your lawyer will likely recommend alongside your will:
- An Enduring Power of Attorney, which designates someone you trust to manage your finances if you become incapacitated.
- A Personal Directive, which guides healthcare decisions on your behalf.
A will no one can find protects no one
I also share a true story about a client who could not locate her late husband's will. Then she discovered that their lawyer had also passed away and his office had closed. What should have been a simple settlement became a long, expensive, and entirely avoidable court process.
If you have questions about your own situation and the things that could affect your money or your family, I'm here to help.