There's No One-Size-Fits-All Plan
Every family is unique; whether you're a homeowner with a few bank accounts for a small business owner with specialized assets. Online forms can't adapt to your specific circumstances, financial
obligations or family dynamics.
Invalid Documents Can Be Disastrous
A poorly drafted will or power of attorney might be rejected, triggering expensive legal battles. For example, if a power of
attorney fails, your family may need to spend thousands of dollars on guardianship proceedings - instead of a few hundred dollars for a valid document from an attorney.
Complex Families Require Custom Strategies
Blended families, LGBTQ+ families, and households with disabled members need tailored plans that generic templates simply cannot provide. A "standard" form will not protect everyone the way it should.
No Ongoing Support or Updates
Life changes and your estate plan should change with it. Marriage, divorce, deaths, property transactions, or health changes all require a review. DIY tools won't follow up with you when it's time to update.
DIY Often Ends
in Court
Poor planning can spark family disputes and litigation that drain your estate and damage relationships. We've seen estates lost entirely to legal costs due to poor planning and family infighting.
