DIY Estate Plan? Risky Move: Lawyer's Opinion
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
Creating your own estate plan might seem easy with online tools, but I've seen firsthand how do-it-yourself wills and revocable living trusts can fall apart. In this episode, I break down the most common mistakes people make using DIY estate planning kits—missing successor trustee provisions, unfunded trusts, and documents that don't meet California legal standards. If you're using an online service like LegalZoom or trying to write your own last will and testament, you'll want to hear why those shortcuts can cost your family time, money, and peace of mind.