I've wondered if anyone here has any experience with using a will and/or trust planning kit? DIY?
My situation is somewhat straightforward and not complicated, but for the fact that I want to leave a significant part of my estate to minor grandchildren (who may not be minor when I bit the dust). I understand that for this, I will need a trust.
I have been investigated testamentary vs. living trusts and trying to understand the differences - post-execution.
Many would suggest I see an estate planning attorney - I've met with two different local attorneys this week - both want nearly $1500 to plug in my information and spit out forms they have on file.
When I discussed the customizing of the forms - i.e. one type of trust vs. the other - the discussion went cold.
Basically both were not forthcoming in anyway and were unhelpful.
SO.....I am looking at DIY. Yes my situation is straightforward, but it seems for the fees they want to charge, at least brief discussion to hear what I have to say - might be in order.
Any comments from anyone who has done the same are appreciated.
My situation is somewhat straightforward and not complicated, but for the fact that I want to leave a significant part of my estate to minor grandchildren (who may not be minor when I bit the dust). I understand that for this, I will need a trust.
I have been investigated testamentary vs. living trusts and trying to understand the differences - post-execution.
Many would suggest I see an estate planning attorney - I've met with two different local attorneys this week - both want nearly $1500 to plug in my information and spit out forms they have on file.
When I discussed the customizing of the forms - i.e. one type of trust vs. the other - the discussion went cold.
Basically both were not forthcoming in anyway and were unhelpful.
SO.....I am looking at DIY. Yes my situation is straightforward, but it seems for the fees they want to charge, at least brief discussion to hear what I have to say - might be in order.
Any comments from anyone who has done the same are appreciated.