The Best-Laid Plans Are Not DIY

Featured: Lisa Finn, Esq., LL.M.



As an estate planner, I’m often asked about do-it-yourself estate plans. It shouldn’t be a surprise that I’m not a fan. My goal is to keep my clients and their estates out of court. While DIY plans are initially easy and inexpensive to create, they frequently implode with consequences that become difficult and expensive to undo.


One planner explained it like this: stretch your arms out wide and wiggle the fingers on your left and right hands. The fingers on the left hand represent the families that won’t fight no matter what. The fingers on the right hand represent the families that will fight no matter what. The other families, like yours, are those in between.


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