Benefits of meeting with an attorney for estate planning

It’s great that you’ve taken the steps to begin your estate plan. Doing so is a difficult but important step in your life. Creating estate planning documents, like a will, has never been easier thanks to the proliferation of online estate planning services. These services are often appealing because they’re seen as a quicker and more affordable than taking time to collaborate with an attorney on an estate plan.

While everyone wants a quick and cheap estate plan, you get what you pay for. Many experts feel that these online services are fine for basic estate planning documents like wills, powers of attorney and medical directives if you don’t have many assets. However, there is always risk when you do it yourself.

There are a few reasons why you should at least consult with an attorney before considering going the online route:

Your situation is unique. Missing a key document in your estate plan could have consequences for your heirs after you’ve passed. Sitting down with an attorney can provide you with customized suggestions for creating an estate plan that is most beneficial to you and your wishes.
An attorney has expertise. This seems obvious, but an attorney’s understanding of the law can make the estate process easier by educating you on the legal components of the process. Furthermore, an attorney may make suggestions that help the law work best for you in your estate plan.
Make sure you cover your bases. How do you know that the online service you’re using has every document that you need? Some service put key documents in upgraded packages and now that inexpensive package is costing you nearly what it would have been to meet with an attorney in the first place. Not having a complete estate plan could leave your loved ones to deal with the consequences someday.

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Are online estate planning services really saving you money?

Online estate planning can work well for some people but that isn’t the case for everyone. An attorney can make recommendations for what you need and don’t need to accomplish your estate planning goals. Estate planning is important and can be complicated, but you don’t have to figure out the process on your own.

Do You Need to Speak With an Estate Planning Attorney?

If you need to speak with an experienced estate planning lawyer, please contact us online or call us directly at 800.756.5596 to first register for one of our free, informative seminars. Your attendance will qualify you for a special discount for our estate planning services should you decide to make a free appointment at the conclusion of the seminar and at the end of your meeting choose to proceed with us. Our estate planning law firm proudly serves clients throughout California from our main office in Torrance, as well as those in Redondo Beach, Manhattan Beach, Hermosa Beach, El Segundo, San Pedro, and Palos Verdes Peninsula.

Philip J. Kavesh

Helping clients with customized estate planning guidance and trust & estate administration for over 44 years.

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We have been a client of the Law Firm of Kavesh, Minor & Otis for decades. Their knowledge and skill in preparing and executing Living Trust inspires confidence. We appreciate their regular update seminars and the offer of free evaluation of our estate plan every 3 years. Elaine B.

Great presentation that covers many of the common and not so common scenarios and protection options. I would definitely recommend for anyone is thinking about creating or reviewing their trust. Shaune K.

Kavesh, Minor & Otis provided a lot of initial information regarding living trusts and estate planning through their webinar. Consultation with Peter Keon helped guide me through the process, my options and create my living trust. I feel more secure knowing I have things in order. I highly recommend Kavesh, Minor & Otis to others who are considering a living trust. Tracy W.

After the passing of both my parents, father in 2018 and mother in 2020, I decided it was time for me to establish a living trust. The living trust webinar was very informative. I contacted the firm to schedule a consultation with Peter Keon. Peter was very thorough and responsive to my needs in creating a living trust. As we were still under COVID-19 limitations at the time, we were able to accomplish everything via phone conversations and email. I highly recommend Kavesh, Minor & Otis to anyone who wants to create a living trust or have a living trust that may need updating. Tracy W.

My experience was great. I signed for a webinar and later I met Peter and he answered all my questions . I highly recommend him for a consultation and planning. Maria A.

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