The Dangers of DIY Planning (Video)

  1. One mistake could turn your entire plan into a do-nothing plan meaning your family will face the pain of probate with its gigantic legal fees, aggravations, and wasted time
  2. Easy to make mistakes because of the complexity of planning, the language used, and “terms of art”
  3. One commonly made mistake could cost you half of what you have while living even if it isn’t your fault
  4. You don’t get do overs. Mistakes are paid for by you and your family. Online services are not law firms, but document preparation companies that waive all liability for mistakes.  One mistake and can make it a do nothing plan