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.

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Casey Smith
President, Wiser Wealth Management

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