In today's world, you can Google almost anything, including how to create a will. With just a few clicks, you'll find countless websites offering fast and easy online will templates.
What those search results often fail to mention is that estate planning involves much more than filling in the blanks on a form.
Here are five important things Google may not tell you about online wills.
1. Online Wills Can Be Legally Invalid
An online form may not comply with Florida's execution requirements. In Florida, a will generally must be signed in the presence of two witnesses who also sign in the presence of the testator and each other. A will that is not properly executed may be declared invalid.
2. A Will Does Not Avoid Probate
A will often serves as a roadmap for probate rather than a way around it. A comprehensive estate plan may include revocable living trusts, beneficiary designations, and other strategies that can reduce or avoid probate for many assets.
3. Online Templates Cannot Address Complex Family Situations
Blended families, special needs beneficiaries, family businesses, out-of-state property, and tax concerns often require customized planning.
4. Estate Planning Is About More Than Death
Most online will services do not include a Durable Power of Attorney, Designation of Health Care Surrogate, and Living Will. Without these documents, loved ones may face delays, uncertainty, or court proceedings to obtain authority to act.
5. Your Family Needs More Than Legal Documents
Families may also need practical guidance regarding important records, digital assets, financial accounts, and personal belongings.
The Bottom Line
An online will may seem like a quick solution, but it can create significant problems if it does not reflect your circumstances or comply with Florida law.
JR CLIFTON LAW Can Help
Start by scheduling a Plan with a Purpose Strategy Session. For a limited time, mention this article when scheduling and JR CLIFTON LAW will waive the $350 Plan with a Purpose Strategy Session fee.

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