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👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Thinking about using LegalZoom or another online service for your will or living trust? Before you do, hear me out. As a California estate planning attorney, I've seen the hidden risks—missing trustee provisions, vague distribution clauses, and documents that don't follow state law. In this episode, I explain why most DIY estate plans don't work when families need them most, and what to look for if you're setting up a revocable trust or last will and testament on your own. Don't let a few shortcuts today lead to a costly probate mess later.
#EstatePlanning #LivingTrust #LastWill #AvoidProbate #CaliforniaLaw #TrustAttorney #FillThatBucket #FinancialFreedom
By Michael Pevney4.5
1010 ratings
👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Thinking about using LegalZoom or another online service for your will or living trust? Before you do, hear me out. As a California estate planning attorney, I've seen the hidden risks—missing trustee provisions, vague distribution clauses, and documents that don't follow state law. In this episode, I explain why most DIY estate plans don't work when families need them most, and what to look for if you're setting up a revocable trust or last will and testament on your own. Don't let a few shortcuts today lead to a costly probate mess later.
#EstatePlanning #LivingTrust #LastWill #AvoidProbate #CaliforniaLaw #TrustAttorney #FillThatBucket #FinancialFreedom

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