DS is four months old and we really want to have a will in place for obvious reasons. We do not have a lot of assets (we rent, have modest savings, including 401ks and that's about it) so I'm not sure if it makes sense to go to a lawyer. The main reason we want to set it up is to name guardians. Looking to hear people's experiences with using an online service.
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I started to use legal zoom for our will but cancelled it because of their customer service. They had a question for me before they could finalize the documents but whenever I called them back they were closed or I had to leave a message - it happened at least 3 times and it made me think if I really needed to talk with them how difficult would it be to get a hold of a person there. So I requested to cancel and used an attorney through our credit union instead. I wish they had a chat option but when I tried to use them only email and phone were options.
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I'm a lawyer and I still used legal zoom for our wills lol. Don't take this as legal advice but my personal feeling on it was--- although I know a lawyer would do a much better job of drafting a will (I don't know anything about estate planning really so I couldn't do my own), the only thing I cared about was guardianship so the legal zoom was fine. The biggest downside that I'm aware of is that my assets would have to go through probate if I passed which can be sort of pricey and a pain in the butt. But we didn't do anything contrary to the statutory norm (i.e. we don't have any kids outside of marriage, we left everything to each other first, then our daughter second) so I just look at it as sort of having no will + a guardianship designation.
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3 comments