The Hidden Dangers of DIY Estate Planning—Are You at Risk?
Imagine this scenario: You’ve completed your DIY estate plan, feeling confident that you’ve protected your loved ones from probate and its associated headaches. But months or even years later, your family finds themselves unexpectedly entangled in the probate court process—exactly what you were trying to avoid. How could this happen? DIY estate plans often miss crucial legal steps that, if not handled correctly, automatically trigger probate. Whether it’s failing to transfer assets into a trust, overlooking specific legal requirements, or simply not addressing state-specific laws, these seemingly small oversights can have huge consequences. Without the careful review of an attorney, your estate plan might not have the airtight protection you intended, leaving your family to face the time-consuming and costly ordeal of probate.
