DRAFTING & REVISING
Treat this Like an Article for Publication
Attorneys use forms and software as much as anyone else. Yet it is often necessary to spend an additional 20 to 40 hours
- Choosing and communicating with your fiduciaries,
- Filling out your forms,
- Changing your mind as you learn about the process,
- Double checking the form's validity,
- Reviewing the latest case law and legislative changes, and
- Adjusting the provisions of the documents to align with beneficiary designations and any other associated estate plans.
Never fall in love with your first draft!
Your confidence will increase as you draft and revise. After all, there is a lot of leeway if you meet the legal minimums for valid estate planning documents.
Recognize, however, that your work needs to be as flawless as possible. The paper you create will be seen by a judge and may be scrutinized by lawyers.
Absolutely avoid shoddy work like that in Berry v. Tribble. This do-it-yourself Will was actually submitted to the court and found to be invalid.
Download the Full Berry v. Tribbel Case:
Look for additions and case law about drafting, revising, and using forms to create your own estate plan.
Header Image by Kaellee Gunderson https://flic.kr/p/asBXjs Creative Commons License CC-BY-ND