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Fair point, but as long as you have a policy in place, with a good payout (I do) - and your family will be taken care of - a will is not as important.
Depends on what assets get probated and who one's beneficiaries are. I happen to have no immediate family, and if my wife predeceases me, a policy provides no value to me. So my estate planning is not based on a policy.
Why do you think a probate office would have a copy of a person's will who is still alive or know its location?
Otter made a call to the Bar Association. One of the suggestions was for her to call "Probate". That could be shorthand for "Wills and Probate" or "Office of Probate", etc. When I prepared wills in another jurisdiction, I immediately filed them with the Clerk's office for safe keeping. Not all attorneys do this, but some do. Since Otter's attorney died...What is there to lose by placing the call?
Otter made a call to the Bar Association. One of the suggestions was for her to call "Probate". That could be shorthand for "Wills and Probate" or "Office of Probate", etc. When I prepared wills in another jurisdiction, I immediately filed them with the Clerk's office for safe keeping. Not all attorneys do this, but some do. Since Otter's attorney died...What is there to lose by placing the call?
Actually, I thought something along those lines afterward. I think the woman who did my will said something about filing with the county clerk, which otterhere said she is going to do. Probate person at least might know how it works and have a number.
My only experience was when my mother died, and that was March 2020. We had to scan and send a copy of my mother's will to some poor woman sitting home at her computer. She didn't say, "Oh, no need, we have a copy of your mother's will already on file if she had it done in this county".
plus there is a charge for the product they sell …our disclaimer trusts were a few thousand dollars ,so it isn’t just an hourly charge they work in..
we were originally going to use on line documents and have a attorney proof them for us ..not one attorney we called would do that and use a document not tweaked and composed by them.
so many attorneys charge by the product they are providing.
even in my sons field of labor law there are different prices for different services depending on complexity and what has to be provided so not just hourly
Yeah, because they know which verbiage is actually going to work. They see these scenarios play out over time and so they tweak the language accordingly. In 2011 I had also had a transfer on death deed for my house. In 2023 they no longer recommended that because they had seen issues play out with that document.
You definitely want to hire an estate attorney in your state.
Yeah, because they know which verbiage is actually going to work. They see these scenarios play out over time and so they tweak the language accordingly. In 2011 I had also had a transfer on death deed for my house. In 2023 they no longer recommended that because they had seen issues play out with that document.
You definitely want to hire an estate attorney in your state.
I don't disagree with hiring an attorney. But to offer another take-away from your example...some people hired an attorney to do their estate plan and it didn't avoid issues.
I don't disagree with hiring an attorney. But to offer another take-away from your example...between 2011 and 2023 some people hired an attorney to do their estate plan and it didn't avoid issues.
as bullet proof as something is , it may never be 100% but it can certainly put the odds in your favor
I don't disagree with hiring an attorney. But to offer another take-away from your example...some people hired an attorney to do their estate plan and it didn't avoid issues.
Part of what you pay for, at least with my attorney is that my executor may call him free of charge and he will do a certain amount of work free after the fact that supports his work on my account.
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