Step 2. Avoid DIY or Do It Yourself documents and programs.
As the picture at the top of this article shows, disaster is the usual result of self attempting in a complex field where hidden traps and disasters await. Please read the numerous articles here on the dangers of DIY wills and trusts. To top those off, here is another recent article for your reading pleasure:
DANGERS OF DIY WILLS
Step 3. Deal with real, qualified estate planning experts.
You might think this is sales pitch for lawyers, but if you care about protecting yourself, your family and your money, is the right thing to trust your will, trust and estate plan to someone not qualified to help? Of course not.
Dealing with an unqualified attorney or any other person not an actual estate planning specialist can have you end up here:
There are numerous articles here on how to find a qualified estate planning attorney. To save you the time, here is the list of qualifications to insist on:
- The attorney should be a full-time estate planning specialist. In other words, wills and trusts are all they do.
- The full-time specialist should have at least seven (7) years of full time specialization in this area.
- Make sure the full-time specialist has an AV rating from Martindale-Hubbell the international attorney peer ratings system.
- The attorney should be a member of either: their local bar association's Trust and Estate Section; local estate planning council or ACTEC.