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.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>