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Modern Estate Planning Blog

Elder Law & Special Needs Planning

Do You Need an El Dorado Hills Estate Planning Lawyer With All The Online Options Available?

November 29, 2011

Estate planning lawyers are well aware of the variety of online estate planning tools available to those in El Dorado Hills and beyond. The variety of products available can create a false sense of security, however, when an individual believes he or she has made adequate plans for the estate. Recent Consumer Reports findings determined that the tools they reviewed were not robust enough to plan for situations that were even slightly complex.

For example, the high divorce rate in the US means that many individuals wish to provide for children from multiple relationships. Most of the software reviewed by Consumer Reports could not meet the hypothetical clients’ specific wishes when it came to this subject. In these “blended family” situations, the estate planning tools were too rigid in their options.

A number of other problems were uncovered in this experiment, which is not a big surprise to estate planning lawyers in Sacramento County. Each family and individual’s situation is highly dependent upon so many factors that it is nearly impossible for a computer program to anticipate them all. Additionally, engaging with a live person means that there is a capacity for human understanding that the programs simply cannot replicate.

This interpersonal relationship is every bit as important as the documents that are created as a result. From the lawyer’s extensive education and experience, he or she is able to guide clients into creating documents that are truly relevant to their particular circumstances. In the world of estate planning, “one size fits all” simply doesn’t work.

One of the biggest problems with online estate planning tools is the fact that they seem to open so many estates up to the probate process. As a result, families are left waiting for the courts to rule on decisions that the deceased believed had already been made. Unfortunately, those decisions don’t always reflect the true wishes or spirit of the documents generated through the software. Just as devastating is that fact that the probate process can be very expensive, thereby decreasing the amount of inheritance that beneficiaries do eventually receive.

It is commendable that so many El Dorado Hills and Gold River residents are taking an interest in the estate planning process. It is an unfortunate reality, however, that using online tools generally won’t be enough to plan for the actuality of your given situation. Without a doubt, the best and safest approach is to develop a relationship with a trusted estate planning lawyer who can provide the expertise required to truly meet the needs of today’s modern families.

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Heather helped my mother get her estate in order before her passing. It was only after that we learned just what a great job Heather did. Recently, I had the opportunity to have the Chubb Law Firm help me also with my estate. I feel confident that Heather and her team helped me to consider all of the appropriate options and to make the right choices including options I DIDN'T KNOW I HAD! This is the kind of law firm one imagines when you think about getting good legal advice.

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