10/09/2026
A will is a legal document. An estate plan is much more.
DIY forms, online platforms and even an attorney who practices in another area of law can produce estate planning documents. But who is looking at how your assets are titled, whether your beneficiary designations align with your will, if your trust is properly funded or what happens if your circumstances change?
The biggest estate planning mistake may not be answering a question incorrectly. It’s never being asked the right question.
https://www.timriceelderlaw.com/your-attorney-is-a-great-lawyer-but-are-they-the-right-lawyer-for-your-estate-plan/