Nicole: I have clients come in and ask me why they should not use online generators to make their estate planning documents. The biggest reason is because you probably don’t know exactly what that document says. When you meet with an attorney, we walk you through what your document says, how it will work to make sure that your goals are seen throughout the process after you pass.
A lot of the time I review people’s plans and I’ll read through them and tell them who’s in charge and what that means. They’ll say, “Wait, that’s not what I wanted,” because filling it out on your own is not as efficient as you may think. More often than not, your plan is not adequately funded or handled in a way that will make sure that you’re avoiding probate. It’s a whole lot easier to meet with an attorney, know what steps are to make sure that your goals are seen throughout and that you’re avoiding probate.