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Question for you legal experts #3034209
02/06/20 11:02 AM
02/06/20 11:02 AM
Joined: Aug 2004
Posts: 1,004
South Alabama
S
skidboot77 Offline OP
6 point
skidboot77  Offline OP
6 point
S
Joined: Aug 2004
Posts: 1,004
South Alabama
I just wanted some unbiased opinions about estate planning. Has anyone used online services like Legal Zoom, to do wills, trust and the like? Is it better to use a local lawyer? I’ve never needed any legal services, so I don’t know any local attorneys.

Re: Question for you legal experts [Re: skidboot77] #3034221
02/06/20 11:27 AM
02/06/20 11:27 AM
Joined: Oct 2001
Posts: 3,378
Centreville
weatherby Offline
10 point
weatherby  Offline
10 point
Joined: Oct 2001
Posts: 3,378
Centreville
I used Legal Zoom to set up an LLC, and was pleased. Keep in mind, they will try and up-sale the hell out of you, but having an idea of what you want and need can make it a very affordable option.

On a side note, I am almost positive that you can lay out your wishes (a will) using a free program online and have it notarized. This is accepted by law as well.


If Caitlyn Jenner can keep his wiener and be considered a woman, I can keep my guns and be considered disarmed!
Re: Question for you legal experts [Re: skidboot77] #3034235
02/06/20 11:51 AM
02/06/20 11:51 AM
Joined: Jan 2005
Posts: 33,437
Your mom’s house
doekiller Offline
Freak of Nature
doekiller  Offline
Freak of Nature
Joined: Jan 2005
Posts: 33,437
Your mom’s house
Hire a local lawyer. I’m not saying that because I am a lawyer. I’m saying it because you want to make sure it is done correctly to Alabama state law.

Re: Question for you legal experts [Re: weatherby] #3034236
02/06/20 11:52 AM
02/06/20 11:52 AM
Joined: Jan 2005
Posts: 33,437
Your mom’s house
doekiller Offline
Freak of Nature
doekiller  Offline
Freak of Nature
Joined: Jan 2005
Posts: 33,437
Your mom’s house
Originally Posted by weatherby
I used Legal Zoom to set up an LLC, and was pleased. Keep in mind, they will try and up-sale the hell out of you, but having an idea of what you want and need can make it a very affordable option.

On a side note, I am almost positive that you can lay out your wishes (a will) using a free program online and have it notarized. This is accepted by law as well.

In Alabama a Will has to have more than a notary to be legal.

Re: Question for you legal experts [Re: skidboot77] #3034247
02/06/20 12:08 PM
02/06/20 12:08 PM
Joined: Dec 2018
Posts: 1,024
Central AL
O
Overland Offline
6 point
Overland  Offline
6 point
O
Joined: Dec 2018
Posts: 1,024
Central AL
Hire a lawyer based in Alabama that has experience establishing Wills, Trusts and other legacy planning vehicles. The ability to ask questions, fine tune and ensure that what is established meets your wants/needs and matches applicable law and tax considerations is too important to use an online service, in my opinion.

Re: Question for you legal experts [Re: skidboot77] #3034270
02/06/20 12:47 PM
02/06/20 12:47 PM
Joined: Mar 2016
Posts: 2,021
AL
T
therealhojo Offline
8 point
therealhojo  Offline
8 point
T
Joined: Mar 2016
Posts: 2,021
AL
If you have enough capitol to worry about estate planning and trust, you should have enough to hire a lawyer.

Re: Question for you legal experts [Re: therealhojo] #3034279
02/06/20 01:03 PM
02/06/20 01:03 PM
Joined: Jan 2001
Posts: 25,730
Fayetteville TN Via Selma
jawbone Offline
Freak of Nature
jawbone  Offline
Freak of Nature
Joined: Jan 2001
Posts: 25,730
Fayetteville TN Via Selma
Originally Posted by therealhojo
If you have enough capitol to worry about estate planning and trust, you should have enough to hire a lawyer.


My thoughts too. If you are fortunate enough to be in that situation then you want to make sure it is done correctly. I'd trust an experienced lawyer over a generic computer program. I used to be otherwise for simple stuff until Turbo Tax cost me money a few years ago. Now we let an accounting firm do our taxes and it isn't that much more that the computer program after they tell you that you have to upgrade from the version you paid for in order to finish.


Lord, please help us get our nation straightened out.
Re: Question for you legal experts [Re: skidboot77] #3034282
02/06/20 01:09 PM
02/06/20 01:09 PM
Joined: Jan 2009
Posts: 4,561
McCalla
H
hoggin Offline
10 point
hoggin  Offline
10 point
H
Joined: Jan 2009
Posts: 4,561
McCalla
If it’s on the web, it must be true!

Hire a lawyer

Re: Question for you legal experts [Re: skidboot77] #3034283
02/06/20 01:11 PM
02/06/20 01:11 PM
Joined: Aug 2004
Posts: 1,004
South Alabama
S
skidboot77 Offline OP
6 point
skidboot77  Offline OP
6 point
S
Joined: Aug 2004
Posts: 1,004
South Alabama
I’ve used Legal Zoom for an LLC, and was very satisfied. My estate isn’t that complicated, but I want that peace of mind. I’ll probably spend the extra cash and go loca.

Re: Question for you legal experts [Re: doekiller] #3034304
02/06/20 01:48 PM
02/06/20 01:48 PM
Joined: Dec 2012
Posts: 1,160
Opelika
N
noeyeddeer Offline
6 point
noeyeddeer  Offline
6 point
N
Joined: Dec 2012
Posts: 1,160
Opelika
Originally Posted by doekiller
Originally Posted by weatherby
I used Legal Zoom to set up an LLC, and was pleased. Keep in mind, they will try and up-sale the hell out of you, but having an idea of what you want and need can make it a very affordable option.

On a side note, I am almost positive that you can lay out your wishes (a will) using a free program online and have it notarized. This is accepted by law as well.

In Alabama a Will has to have more than a notary to be legal.


Is it a notary and two witnesses? I think that's what we did for ours but I can't remember currently. Also reminds me I need to update ours.

OP - Definitely use a local lawyer or at least one in Alabama if you have a lawyer friend that may not be local. Ease of mind and making sure it's up to snuff is important with these legal documents that others will rely on once you've passed.

Re: Question for you legal experts [Re: noeyeddeer] #3034347
02/06/20 02:37 PM
02/06/20 02:37 PM
Joined: Aug 2005
Posts: 8,363
Montgomery
WmHunter Offline
14 point
WmHunter  Offline
14 point
Joined: Aug 2005
Posts: 8,363
Montgomery
Originally Posted by noeyeddeer
Originally Posted by doekiller
Originally Posted by weatherby
I used Legal Zoom to set up an LLC, and was pleased. Keep in mind, they will try and up-sale the hell out of you, but having an idea of what you want and need can make it a very affordable option.

On a side note, I am almost positive that you can lay out your wishes (a will) using a free program online and have it notarized. This is accepted by law as well.

In Alabama a Will has to have more than a notary to be legal.


Is it a notary and two witnesses? I think that's what we did for ours but I can't remember currently. Also reminds me I need to update ours.

OP - Definitely use a local lawyer or at least one in Alabama if you have a lawyer friend that may not be local. Ease of mind and making sure it's up to snuff is important with these legal documents that others will rely on once you've passed.


To be valid the Will does *not* need to be notarized.

But it must have two witnesses.

However, the better practice is to have it notarized, meaning that the notary is verifying certain things with respect to
the Will maker *and* the two witnesses - and this creates what is known as a "self proving will". With a self proving will there is no need
to have the two witnesses come to probate court to verify the will. So it can be admitted to probate without that initial hearing, which saves
time and money.


"The Tree of Liberty must be refreshed from time to time with the blood of patriots and tyrants." Thomas Jefferson

" Chuck Sykes is a dictator control freak like Vladimir Putin " WmHunter

Re: Question for you legal experts [Re: WmHunter] #3034406
02/06/20 04:06 PM
02/06/20 04:06 PM
Joined: Dec 2012
Posts: 1,160
Opelika
N
noeyeddeer Offline
6 point
noeyeddeer  Offline
6 point
N
Joined: Dec 2012
Posts: 1,160
Opelika
Originally Posted by WmHunter
Originally Posted by noeyeddeer
Originally Posted by doekiller
Originally Posted by weatherby
I used Legal Zoom to set up an LLC, and was pleased. Keep in mind, they will try and up-sale the hell out of you, but having an idea of what you want and need can make it a very affordable option.

On a side note, I am almost positive that you can lay out your wishes (a will) using a free program online and have it notarized. This is accepted by law as well.

In Alabama a Will has to have more than a notary to be legal.


Is it a notary and two witnesses? I think that's what we did for ours but I can't remember currently. Also reminds me I need to update ours.

OP - Definitely use a local lawyer or at least one in Alabama if you have a lawyer friend that may not be local. Ease of mind and making sure it's up to snuff is important with these legal documents that others will rely on once you've passed.


To be valid the Will does *not* need to be notarized.

But it must have two witnesses.

However, the better practice is to have it notarized, meaning that the notary is verifying certain things with respect to
the Will maker *and* the two witnesses - and this creates what is known as a "self proving will". With a self proving will there is no need
to have the two witnesses come to probate court to verify the will. So it can be admitted to probate without that initial hearing, which saves
time and money.


Thanks, I didn't know that I just trust my lawyer to do the right thing. Better to have a "Self proving will" than not I would say. Why not take the extra time to get the notary, especially since I've never seen a law firm that didn't have one on hand.

Re: Question for you legal experts [Re: WmHunter] #3034447
02/06/20 04:51 PM
02/06/20 04:51 PM
Joined: Jan 2005
Posts: 33,437
Your mom’s house
doekiller Offline
Freak of Nature
doekiller  Offline
Freak of Nature
Joined: Jan 2005
Posts: 33,437
Your mom’s house
Originally Posted by WmHunter
Originally Posted by noeyeddeer
Originally Posted by doekiller
Originally Posted by weatherby
I used Legal Zoom to set up an LLC, and was pleased. Keep in mind, they will try and up-sale the hell out of you, but having an idea of what you want and need can make it a very affordable option.

On a side note, I am almost positive that you can lay out your wishes (a will) using a free program online and have it notarized. This is accepted by law as well.

In Alabama a Will has to have more than a notary to be legal.


Is it a notary and two witnesses? I think that's what we did for ours but I can't remember currently. Also reminds me I need to update ours.

OP - Definitely use a local lawyer or at least one in Alabama if you have a lawyer friend that may not be local. Ease of mind and making sure it's up to snuff is important with these legal documents that others will rely on once you've passed.


To be valid the Will does *not* need to be notarized.

But it must have two witnesses.

However, the better practice is to have it notarized, meaning that the notary is verifying certain things with respect to
the Will maker *and* the two witnesses - and this creates what is known as a "self proving will". With a self proving will there is no need
to have the two witnesses come to probate court to verify the will. So it can be admitted to probate without that initial hearing, which saves
time and money.


What he said.


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