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Do I need an attorney or other professional to plan my estate?

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Do I need an attorney or other professional to plan my estate?

I think that historically, the use of an attorney to prepare an estate plan has been the norm, and continues to be the norm. There is a school of thought that suggests that if you have enough complications in your estate, you should include an accountant, or perhaps a trust officer, a investment advisor or an insurance advisor, who would work as a team to prepare your composite estate plan. However, you certainly do not need to consult with a professional in order to prepare a will. You can sit down and write your own will, if you're willing to take that chance.

Thanks for watching our video Do I need an attorney or other professional to plan my estate? For more how to videos, expert advice, instructional tips, tricks, guides and tutorials on this subject, visit the topic Estates & Trusts.

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Thomas Curtiss Jr.

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Do I need an attorney or other professional to plan my estate?

Do I need an attorney or other professional to plan my estate?

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