How about you save yourself the few bucks for that online form and write out a simple will on a piece of paper. My column, published March 3, 2024, gave the minimal requirements of a valid will.

Either way, you’ll end up with a valid will. Well, only if the online form gives you the right instructions for signing and witnessing it. So, have the above mentioned column handy.

If your goal is a valid will, you’ll save yourself hundreds of dollars.

Now I’m going to upsell you with the suggestion you should shoot higher than mere validity when making your will. It’s not self-interest to your estate planning business. I don’t want it. I get more requests for estate planning consultations than I can accommodate.

I suggest a goal to achieve a desired outcome. Getting the validity checkmark is of no value if your will won’t achieve what you want it to achieve. I also suggest a goal of losing as little as possible to taxes and fees.

Do you have a spouse?........

© Castanet