06/01/2026
Online wills, online trusts, and non-attorney document preparation services are often marketed as a quick and inexpensive alternative to working with an estate planning attorney.
Unfortunately, many families discover the problems years later.
A trust that is never properly funded, beneficiary designations that conflict with the estate plan, or documents that fail to address a family's actual circumstances can create significant complications when they are needed most.
In my latest blog, I discuss the risks of relying on non-attorney document preparation services in California and why estate planning involves much more than simply filling in blanks on a form.
You can read the full blog here:
Many Californians are drawn to online legal forms and low-cost document preparation companies because they appear to offer a quick and inexpensive way to create a will or living trust. While these services may seem convenient, many families later discover that poorly prepared estate planning documen...