Why Estate Planning Mistakes Happen

Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think:

  • all lawyers are the same
  • lawyers are not necessary
  • a simple online will form is all they need
  • they are not rich and don’t need to spend money on a will

Clients don’t realize what’s missing in a do-it-yourself will kit.

Many clients’ homemade wills lack simple things like:

  • family law clauses to exclude gifts from sharing
  • trusts to protect minor children
  • a common disaster clause in case both partners pass at the same time

What is the solution to educating clients?


Get in touch to learn more.