Hiring a legal document preparer to help draft your will can help eliminate disputes that will arise when it comes to disbursing your property correctly and to the right people. In order to ensure that your wishes are carried out correctly and the way you want, you should avoid creating a template will at all costs.

 

1.   It is important to have a will drafted with the help of Scott Schoeller because even the simplest little detail could create a mess later on down the road. For example, grammar can mean everything when it comes to creating a will. Leaving out a comma between items can change the items to be received, for example a missed comma between “piano” and “bench” could leave a person receiving just that, a piano bench and not a piano and bench.

 

2.   Wording is also very important when it comes to creating a will. A person must state word for word, what they would like to have happen with their estate and assets. Using words like, “all” or “everything” mean just that all and everything. However, if you mean “all” or “everything” listed, but there is one specific item that you want to go to someone in particular, do not assume that the beneficiary or beneficiaries will know this, you must specifically state what it is you want to have happen with everything you own.

 

3.   Template wills can save time and money, however they can cause problems and cost you far more down the road when it comes to disbursing your assets and estate.

 

4.   Templates only offer the basics and do not include the specific details that are related to your assets and estate.

 

5.   There are a lot of templates that comes with a disclaimer, which should be a warning sign to you, because it simply means that the person who created the template does not want to be held legally responsible for any legal issues that may arise when using the template.

 

6.   There are certain Arizona and California estate taxes that need to be considered when handing estate over to a beneficiary and most templates do not take into consideration any estate tax laws.

Need Help?

If you are not sure as to what legal document you currently have contact one of our professionals to help you with your planning needs. They will make sure you have all of your grounds covered and have the right legal documents that best suite your wants and needs.

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