• Laws governing estate planning change often and, even more frequently, courts decide cases which guide the planning, drafting, execution and interpretation of estate planning documents. An experienced estate planning attorney is responsible for keeping track of developments in the law. The book you get from the library or the form you download from the internet is not.
• Some words used in estate planning documents are legal terms of art that may have legal meanings different from what you intend.
• Inadvertently being unclear or imprecise in drafting your own documents can lead to fights over what you meant. You know what you mean but will someone reading the document years from now understand what you intended? Taking the risk now might lead to a fight later over interpretation that could cost your estate significant money and might result in your wishes not being fulfilled. An experienced attorney knows the language to use to make sure your intentions are communicated clearly in a way that will accomplish your goals and minimize the potential for future challenges to your estate plan.
• In legal documents making a simple mistake with a single word can sometimes change the entire meaning of a sentence or clause. This could result in your wishes not being followed.
Q: What should an estate plan include?
A: The documents in your estate plan should be tailored to your unique situation and goals. One size does not fit all in planning for your future. For example, some people need Trust Agreements to accomplish their specific goals and minimize probate expenses while others do not. As an experienced estate planning attorney, Sean Lemieux can assess your particular personal and financial situation to determine which estate planning documents are needed to meet your needs and goals. Some basic documents that most estate plans include are:
Please contact Attorney Sean Lemieux for more information on estate planning services or to schedule an appointment: