Get your free financial scoreSign inYour data on this device
Free to use. No account required.

Should I use a DIY online will or hire an attorney?

It depends on how complex your situation is. Reputable online will services are inexpensive and fine for simple estates — a modest amount of assets, an outright leave-it-all-to-spouse-then-kids plan, and no special circumstances. They're far better than having no will at all. Hire an attorney when things get complicated: a blended family, a special-needs dependent, a business, significant or out-of-state property, potential family conflict, estate-tax exposure, or a desire for a trust with staged distributions. An attorney also ensures the document is executed correctly for your state — improper witnessing or notarization can void a DIY will. A middle path is to use an online tool to organize your thinking, then have a lawyer review or finalize it. Whatever route you choose, make sure it's signed and witnessed exactly as your state requires, or it won't hold up.

All questionsBrowse the articles
Educational disclaimer. Everything on WealthSerene.com is educational and is not investment advice. Projections and calculations are illustrative; actual results depend on market conditions, your situation and factors outside this tool’s scope. For a decision specific to your situation, consult a qualified financial professional. View full disclosures