Why should I hire an estate planning attorney instead of using an online kit to write my will?

Florida Bar Board Certified wills, trust and estates expert Matthew Linde can provide valuable guidance that you cannot get in an online kit. When you hire legal counsel, you get control over your estate planning and can make informed decisions.  This means you will understand the options available to accomplish a goal and the pros and cons of various options.  

With an online kit you will get a cookie cutter version of a document that may not apply to you.  Imagine a bell shaped curve.  Now image where the few Florida Bar Board Certified wills, trust and estates experts are on that curve (about 337 out of over 85,000 licensed).  Now imagine some struggling attonrey fresh out of law school doing anything to make a buck.  Which type of attorney do you think you are likely to get through a referral from a online will factory (hint:  its not the Florida Bar Board Certified wills, trust and estates expert)?

Your estate must be properly planned in order for you to predetermine how and when it will be distributed. Just having a will isn't good enough. It should be drafted by a Board Certified attorney who has knowledge of ever-changing tax laws and handles estate cases on a daily basis.

Florida Estate Planning When Children are Involved

Additionally, if you have children, you will likely be tasked with setting up trusts or naming guardians.

You should consider:  

  • who will control your children's money until they are of age;
  • whether they should get a lump sum or staggered payments; and
  • how to proceed if one child is a reckless spender. If you have a blended family, you may run into even more difficulties. 

An estate planning attorney can even set up trusts that direct assets to someone other than family in a way that ensures your family has access to the money when that non-family member no longer needs it.

However, with the help of an estate planning attorney you can draft a will that addresses your concerns and meets your wishes. An attorney can also serve as a counselor and recommend customized trusts, which can help you protect your children and spouse on several levels, and help you take steps to avoid tax liability.

Help from an Estate Planning Attorney in Fort Myers is a Phone Call Away

Florida Bar Board Certified wills, trust and estates expert Matthew Linde, understands firsthand the importance of careful estate planning and the complexities of financial legal matters, such as probate, tax litigation and guardianship. For help with your Florida estate planning concerns, contact our Fort Myers office to schedule a one-on-one meeting with a professional who can answer your questions - 239-939-7100 or 844-357-0572.

Matthew A. Linde
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