Can I just use an online template instead of hiring a lawyer?
Online templates can produce a document, but they can’t evaluate your specific situation — whether your trust needs to be funded correctly, whether a will meets California’s witnessing requirements, or whether your family circumstances call for provisions a generic template doesn’t include. We regularly see problems in DIY plans that only surface after it’s too late to fix them — during probate or incapacity, when the family is already dealing with a difficult situation. A free consultation can tell you honestly whether your situation needs more than a template.
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