Are you about to make your Last Will and Testament in West Palm Beach? Hopefully you are going to an experienced Palm Beach estate planner. Some feel that they may be better served going it alone. Here are a few things to consider before you go it alone.
Do You Know the Formalities?
- There are a lot of specifics when it comes to executing a valid will in West Palm Beach.
- Do you know how many witnesses to have?
- Do you even know what they are witnessing?
- What is an attestation clause?
- How do you get the personal representative to serve without posting a bond?
- These are all things that take time to research and know, and you may not have the time to do so.
- Experienced Palm Beach probate litigators know where to look and what has to be in a solid estate plan.
- If you miss some of the formalities your will be not be admitted to probate leaving your estate to be distributed through intestacy.
Do You Have a Self Proving Affidavit?
- You may have noticed that you have witnesses to a will.
- When you die it is the witnesses job to go down to the West Palm Beach probate court and testify that you signed that will.
- What happens if they die or move out of the country?
- You may want to consider including a self-proving affidavit that saves the witnesses the time of going down to the courthouse.
- Want me to prove a good estate planner is worth the money?
- Here is just one tip: did you know that these affidavits can be added after the fact of you executing the will.
- Just think of all the other tips an estate planner can give you to save you time and money.
Do You Know What to Keep Out of the Will?
- There are also certain things that do not belong in a will that you may not even know about.
- For example do you plan on putting burial instructions in your will?
- Probably a waste of time because most of the time the will is not read before the funeral.
- Knowing what to put in your will and what to keep out is hard to do, by definition we all only go through one probate, of our own.
- Trust the only people that have done multiple, probate lawyers.
- What else can you learn from an experienced Palm Beach probate lawyer?
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