Law Offices of Connie Yi, PC
Tell Us About Your Case

For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at (925) 484-0888 or email us directly at [email protected] to schedule the consultation.

View Our Practice Areas

Why you should avoid the DIY approach to estate planning: Part II

In our last post, we began a discussion about the potential problems associated with do-it-yourself estate planning. It may be tempting to save money by filling out free online forms instead of working with an attorney, but as the old saying goes, you usually get what you pay for.

DIY estate planning might save you some money right away, but the problems created by inaccurate or unclear wills and trusts may end up costing your family far more money in the future. This is in addition to any quarrels that can arise if your intentions were not made crystal clear in your estate planning documents.

Let's say that you want to leave assets to your children, but you don't want those assets distributed equally. Ideally, you will be able to discuss your decision with your children when drafting the estate plan in order to avoid confusion and hurt feelings. But even if you have that talk (and especially if you don't), your will should leave no ambiguity about the fact that inheritances will be unequal. It may also help to offer an explanation as to why you made this decision. This will make it far more difficult for anyone to contest the will in the future.

There are also many other complex circumstances that make DIY estate planning impractical. Which of the following situations apply to you?:

  • You own a business and want to control how it gets passed on
  • You have a blended family, including children from a previous marriage
  • You have a large estate (over $1 million) and want to minimize tax liabilities for yourself and your family
  • You have a special-needs child and need to provide for long-term care

Regardless of family size or personal wealth, chances are good that your situation is unique in some way. Instead of filling out generic forms and hoping for the best, please share your story and your estate planning goals with an experienced attorney.

No Comments

Leave a comment
Comment Information

Contact Us

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Email Us For A Response

Office Locations

Law Offices of Connie Yi, PC
323 Ray Street
Pleasanton, CA 94566

Phone: 925-484-0888
Pleasanton Law Office Map

19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

Toll Free: 888-312-6978
Map & Directions

San Francisco
490 Post Street, Suite 508
San Francisco, CA 94102

Toll Free: 888-312-6978
Phone: 415-433-3350
Map & Directions