Online forms and downloadable templates have made estate planning look easy, but when it comes to protecting your legacy, shortcuts can lead to long-term damage.
Cookie-Cutter Doesn’t Cut It
Your life isn’t one-size-fits-all, and your estate plan shouldn’t be either. DIY documents often leave out essential pieces like:
- Guardianship for minor children
- Tax-efficient asset transfers
- Business succession planning
- Healthcare or financial directives
Even minor errors in wording or execution can cause probate complications, disputes among heirs, or even invalidation of the documents entirely.
Avoid the Pitfalls
When you work with an experienced attorney, your plan is crafted around your family, your assets, and your goals. No guesswork. No fine-print surprises. At Pickrel, Schaeffer & Ebeling, our estate planning team helps clients create sound legal strategies to protect what matters most.
Schedule your estate planning consultation today by calling 937.223.1130.