Problems with DIY Estate Planning

Get Help From an Estate Planning Lawyer in Hernando County, FL

There are some things that you can do yourself successfully and with little consequence, and then there are those things that you should entrust to the professionals every time. A prime example of the latter is planning for your family’s future. Because legal documents need to be exact for them to be binding and accepted by the system, you should always have them prepared by an estate planning lawyer in Hernando County, FL.

You can run into many problems with DIY estate planning, which can render the entire process invalid by legal standards. The team at the Law Office of James R. Jones, Jr., P.A. will address some issues with trying to go it alone.

An estate planning lawyer will tell you that one of the primary steps is to execute the document thoroughly by having it typed, notarized, and signed by two witnesses. Without these features, your documents could be unenforceable.

If you are going to set up a family trust, you must make sure to fund it and retitle the assets. This essential step can help avoid probate court. An experienced attorney will know this and help you have it done correctly.

Another vital point often overlooked is that you need to tailor the plan to your specific family situation. There is no cookie-cutter approach that is going to work because everyone’s case is unique. An attorney will take the time to learn about your family and what you would like to happen in the future on their behalf. Your estate planning lawyer can then identify any issues that should be addressed and help you create a sound and legally correct plan in all aspects.