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Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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The Impact of State Probate Rules on Self-Created Wills

February 4, 2022

Creating a will online or using a basic template might seem like the easiest route. After all, this is a task many people put off to begin with, and finding a simple template that makes it go much more quickly is very enticing. However, simply filling out an online form is not enough to create a valid will. 

This is because every state across the country has their own rules for determining whether or not a will is validly executed. In order to decrease the possibility of someone being forced to or encouraged to sign a will against their direct wishes, these rules help to make sure that a person understands what they are signing, is cognizant of the impacts of the entire process, and is making this decision on their own through valid execution. 

In many cases, these rules require that the will be in writing, that it is signed, and it is witnessed by others. Simply printing out a form online, therefore, does not give you the protection that you are looking for. 

It can be a good starting place as you begin to contemplate questions that you might have about creating your own estate plan or things you’d like to include in your own will, but it will not cover all of the specific needs that you have. Make sure that you consult with an experienced estate planning lawyer about the questions and concerns that you have for your next steps.


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Schedule your free Exploratory phone call

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can be of assistance.

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Our Social Media

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Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more