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Estate Planning & Administration Law Blog

Wednesday, September 3, 2014

The Pros and Cons of Do It Yourself Estate Planning

I recently had a conversation with a person who stated that "I can't afford an attorney to do my estate planning…especially when there are services that will do those documents for free."

I support any organization like the Legal Services for the Southern Piedmont or Legal Aid of North Carolina that finds Attorneys who will donate their time to do these Pro Bono Services; or even Estate Planning Clinics where Attorneys will volunteer to do estate planning documents for free through the Mecklenburg County Bar or the North Carolina Bar Association.  I am one of these attorneys who participates in Pro Bono Services with these organizations.

However, if the organization where you receive your Estate Planning Documents are non-attorneys or document preparers the savings you may receive, may cost you more in the end.

It is true that these services may be free or budget friendly; or you can go purchase a software program that will create a will for you for a nominal fee, but they cannot give you the peace of mind in knowing that your documents follow all the North Carolina Requirements and are tailored specifically for you. Also if your documents are found to be invalid, your Executors or Beneficiaries of your Estate will have to pay a Probate Attorney, like me, to help prove the accuracy of your will, get advice on what to do if your Will is invalidated, or to represent your estate through Probate. These services are far more expensive than having your estate documents prepared correctly, the first time.

A North Carolina Estate Planning Attorney is the only one who can create estate planning documents that are tailored to your specific needs and desires. Non-attorneys are not allowed to practice law and cannot tailor any documents to a client specific situation.

If you want to be certain that your Estate Planning Documents are tailored to your specific desires and conform to the North Carolina Requirements, hiring a North Carolina Estate Planning Attorney is the only way to ensure this.

Whichever option you choose, it is important to prepare for the future by having Estate Planning Documents…. But Going to a North Carolina Estate Planning Attorney to create your Estate Planning Documents is investment into your future and the future of your beneficiaries

The Law Office of J.G. Caldwell, PLLC has experience in providing North Carolina families with Estate Planning that is tailored to their specific needs and we give each client the attention they deserve. Call today for a free consultation! And remember, Being Proactive is the Best Preparation!

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