WHY USE REMOTE ESTATE PLAN OVER "DO IT YOURSELF" SERVICES

Remote Estate Plan uses expert attorneys to meticulously draft your personal documents in a timely, secure, affordable manner.  By contrast, our biggest competitors offer online "do-it-yourself" ("DIY") legal services and are neither law firms nor substitutes for an attorney.  These companies admittedly cannot provide any kind of legal advice, review documents for legal sufficiency or apply the law to your unique circumstances. 

Remote Estate Plan designs customized estate plans, unique to each individual's family circumstances, wealth and values, to ensure that, upon a client's possible incapacity and eventual death, his or her family and loved ones will not be unnecessarily burdened by the courts, confusion or conflict.  We constantly keep our clients apprised of changes in the law, and help them to capitalize on unseen opportunities and to avoid unforeseen problems.  Clients hire us to render advice regarding how to structure their estates, not to draft "one size fits all" documents.  After all, the content and structure of estate planning documents depends strictly on an individual's unique financial and family circumstances and on their goals.  This requires the personal attention and advice of an experienced trusts and estates attorney.

 

Because tax laws are in a constant state of flux, document preparation websites cannot guarantee that the information on their sites is current, nor can they apprise their users of changes in the law that affect documents that have already been created.  No general information or legal tool like the kind these websites provide can fit every individual or circumstance.  These websites are not law firms; they are not attorneys practicing law or rendering legal advice to their users.  They are simply "do-it-yourself" services, whereby the user responds to an online questionnaire, which results in the production of a form document.  The tax consequences that result from answering a question in a particular way, or from choosing a certain estate plan, are never disclosed, much less explored.  The user may think that he or she just needs a simple Will, but may very well require more than that in order to protect his or assets, minor children, disabled family members and other loved ones.  Again, only a qualified estate planning attorney can advise an individual with respect to these critical decisions.

 

Although it might cost more up front to hire a competent attorney to create your estate plan, envision the thousands of dollars you and your family will save when the time comes by avoiding unnecessary probate costs and taxes.  Using a "do-it-yourself" service, where there is no attorney-client relationship and you represent yourself in any legal matter you undertake, is ripe with traps for the unwary.  Furthermore, the forms produced by these websites may inevitably be ineffective in allowing you to ultimately accomplish your legal, tax and personal goals.  

 

Likewise, using an attorney who charges substantially less for an estate plan, merely because it will save you some money, will likely not result in adequate protection of your assets and your loved ones.  Estate planning is not about producing a form; it is about the invaluable counseling and advice that is provided before drafting an informed, customized document.  Without it, the pieces of paper produced by document preparation websites and inadequate attorneys are useless.  When planning your estate, nothing is more expensive than hiring a cheap attorney.

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Lara Sass & Associates, PLLC

The information contained on this website is provided for informational purposes only and should not be construed as legal advice on any subject matter.  If you wish to discuss the topics addressed on this website, or other estate planning issues, please contact us.

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