It’s tempting to choose a quick and inexpensive online estate plan. The process looks simple. The documents look official. And you walk away feeling secure.

A California woman created her trust using an online estate planning service, believing everything was legally valid. After she passed away, her family discovered serious problems.

Financial institutions refused to honor the trust. The documents were not properly executed. Instead of avoiding court, the estate ended up in legal disputes and probate — the very outcome the trust was supposed to prevent.

The lawsuit alleged that customers were left with the impression that automated documents could replace legal advice. But estate planning is not just about generating forms. It’s about making sure those forms are correctly signed, legally compliant in your state, and properly connected to your assets.

An estate plan only works if it works when it matters

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Smart Tip:

If you already have a trust — especially one created online — have it reviewed by an attorney. A quick review today can prevent your family from facing court delays, added expenses, and unnecessary stress later.

Estate planning should bring peace of mind, not a false sense of protection.

For more information, contact our office at Askew & Associates, P.A. by calling 954-546-2699.

Disclaimer: this blog post is not intended to be legal advice. We highly recommend speaking to an attorney if you have any legal concerns.