Throughout Southern California
View Our Practice Areas

Is the reward worth the risk with a DIY estate plan?

Online do-it-yourself (DIY) estate planning forms are growing in popularity. Although these forms may work for some people, many who use them end up with a false sense of security. Sometimes, people have unique circumstances that are not appropriate for such simple estate plans. Other times, the completed forms end up being invalidated because the proper steps were not taken to make them legally binding.

If you are thinking about trying a DIY estate plan, you may save money, but you will not be around to make sure your estate plan holds up through probate. Unfortunately, it can be expensive and time consuming for surviving loved ones to deal with the mess DIY estate plans can cause.

Unique situations demand personalized estate plans

According to the American Bar Association, those who want to leave modest assets to their closest relative may be able to get by with online estate planning documents. However, this situation does not describe most people.

Often, people’s lives are complicated and their estate planning needs are unique. Parents may want to plan for the needs of minor or special needs children. A retired couple may own property together or may own property in more than one state. A young adult may wish to leave property for a significant other, though they remain unmarried. Others may want to minimize estate taxes, avoid probate or ensure children from multiple marriages receive their fair share.

Technical expertise and practical advice

An attorney who specializes in estate planning can help evaluate the best estate planning tools for your situation and your goals. If you are unsure about what certain documents do or who to appoint for certain positions, an attorney can help by providing explanations and advice based on years of experience in the field. Then, he or she can help make sure all the legal requirements are met, so you can be confident your documents are valid.

Every individual should choose the process that he or she feels most comfortable with. However, it is important to consider all the possible effects of your estate plan, not just the potential to save money up front. Although online DIY estate planning documents may be growing in popularity, they are not the best choice for every situation.

No Comments

Leave a comment
Comment Information
Email Us For A Response

Find Out The Difference That Experience And Expertise Makes

Get the peace of mind that you deserve. First, attend a seminar. This will entitle you to a free initial consultation and a discounted estate planning fee. To learn more about our services or sign up for a seminar, contact us online or call us at 866-402-1805. We have offices in Torrance, Orange, Newport Beach, Pasadena and Woodland Hills.

Questions? Contact Us.

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Call Now For A Free Consultation: 866-402-1805
  • ${site.data.firmName}${SEMFirmNameAlt}
  • Main Office: Torrance

    Torrance Office
    990 West 190th Street
    Suite 500
    Torrance, CA 90502

    Toll Free: 866-402-1805
    Map & Directions

    Orange Office
    333 City Boulevard West
    17th Floor
    Orange, CA 92660

    Toll Free: 866-402-1805
    Map & Directions

    Newport Beach Office
    5000 Birch Street
    Suite 8000
    Newport Beach, CA 92660

    Toll Free: 866-402-1805
    Map & Directions

    Pasadena Office
    790 East Colorado Boulevard
    9th Floor
    Pasadena, CA 91101

    Toll Free: 866-402-1805
    Map & Directions

    Woodland Hills Office
    5850 Canoga Avenue
    4th Floor
    Woodland Hills, CA 91367

    Toll Free: 866-402-1805
    Map & Directions

    Office map