Using an Online Estate Planning Service vs Using a Local Attorney

For convenience’s sake you may be wondering, is it possible to do estate planning online? The short answer is yes! There are services out there where you can do your estate planning online. These services are beneficial for last minute changes to your plan. It could include your will, power of attorney, and medical directive.

However, if you are not in a rush, investigate meeting with an estate planning attorney. As your assets accumulate over time, the estate planning process becomes more complex. Working with a local estate planning attorney can help you navigate through everything. If you choose to use an online service, you won’t have the tailored help that someone locally will give you. There can be a greater benefit to work with a local estate planning attorney versus doing it all online yourself.

Download our free guide: “7 Steps to Leave a Financial Legacy”

Have more questions? Contact Us

Casey Smith
President, Wiser Wealth Management

Click here to schedule a consultation with one of our financial planners.

Listen to Our Podcast:

Recent posts

  • Will Social Security Last Until I Retire?
  • Legacy Planning vs. Estate Planning: Understanding the Difference
  • New FinCEN Rule for Small Business Owners
By Published On: August 26, 2022

Share This Story, Choose Your Platform!

Wiser Wealth Management, Inc (“Wiser Wealth”) is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As a registered investment advisor, Wiser Wealth and its employees are subject to various rules, filings, and requirements. You can visit the SEC’s website here to obtain further information on our firm or investment advisor’s registration.

Wiser Wealth’s website provides general information regarding our business along with access to additional investment related information, various financial calculators, and external / third party links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. Wiser Wealth does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third party websites or on social media pages. While Wiser Wealth uses reasonable efforts to obtain information from sources it believes to be reliable, we make no representation that the information or opinions contained in our publications are accurate, reliable, or complete.

To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Wiser Wealth or any of its investment professionals. Advice provided by Wiser Wealth is given only within the context of our contractual agreement with the client. Wiser Wealth does not offer legal, accounting or tax advice. Consult your own attorney, accountant, and other professionals for these services.

Sign up for our newsletter!

Our latest blogs, podcasts, and educational videos delivered to your inbox weekly.