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Do You Need an Attorney to Draft an Estate Plan?

| May 21, 2019 | Estate Planning Attorney |

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When it comes to getting an estate plan prepared – – whether it’s a Will or Living Trust – – it can be confusing to know whether or not an attorney is necessary. There are a lot of “do it yourself” types of services available out there that give the impression that estate planning is a simple, fill-in-the-blank type of document that’s simply assembled and put together with a few questions and a few clicks of a button.

But, the truth of the matter is that your estate plan can and should be so much more than a stack of legal documents.

Did you know that attorneys were also called “counselors at law”? What this means is that beyond just the estate planning documents that an attorney can prepare for you and your family, an attorney can counsel you about the estate planning decisions that you may make. While you may have a certain idea in your mind about how you want your estate planning to be set up, you may not be aware of some of the potential consequences of those decisions. In particular, with the increasing number of what are called “blended families”, where there are children from a prior marriage, estate planning decisions can become complex and require some additional guidance.

Think about it, if you had a medical need, you wouldn’t opt to go online, self-diagnose yourself and then perform surgery on your own (or let just anyone treat you). You would seek out the experience, expertise, guidance and training of a licensed medical professional. The same is true for your estate planning. You’ve spent your lifetime working hard to take care of your family. Why wouldn’t you take the same care to ensure that your loved ones’ inheritance is properly protected, maintained, distributed and preserved through proper guidance provided by a licensed, experienced estate planning attorney?

If you are in the Los Angeles or Orange Counties of Southern California, the Law Firm of Kavesh, Minor & Otis can help you. We have several offices throughout LA and Orange County and have been around for over 35 years. With several attorneys on staff who are California State Bar Certified Specialists in Estate Planning, Trust & Probate Law, you can be sure to receive the proper care you and your family deserve to prepare your estate planning and provide you peace of mind.

If you would like to schedule a free 90-minute consultation with one of our attorneys, attend one of our upcoming free Living Trust Seminars. You can also contact our main office at 1-800-756-5596. If you are unable to attend an upcoming seminar, please feel free to join our e-mail list and we will be sure to e-mail you of future seminar dates.

This post is brought to you by the good folks at The Law Firm of Kavesh, Minor & Otis, Inc., servicing the estate planning needs of those in the Los Angeles and Orange County areas of Southern California for over 37 years. We recommend attending one of our free seminars, where you can book a free attorney consultation and even qualify to receive a fee discount. You can contact us at 1-800-756-5596 for more information. We’d also love to connect with you on Facebook, Twitter or LinkedIn.

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