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Estate planning, more than almost any other legal practice area, is personal. Though there are certainly laws and regulations that apply to everyone, how you choose to handle them and craft a plan that best works for you and your family involves a multitude of deeply personal choices. Given the intimate nature of estate planning, it is crucial that you not only hire an estate planning attorney whose experience you trust, but who you believe understands and can help implement your wishes.



Estate planning tends to be a task people put off for the future. Although concerns about cost might motivate an individual to delay the estate planning process for another day, some people take the alternative approach of resorting to DIY solutions. These self-help tools include estate planning software, preprinted forms from stationary stores, estate planning guides written for laymen, and similar options.


Admittedly, these low-cost estate planning strategies might save money in the short run, but the consequences of using these high-risk alternatives often dwarf the short-term savings. Estate planning involves more than drafting a few legal documents. Your goals, needs, and circumstances must be carefully analyzed to determine the best mix of estate planning tools for your situation. Estate planning is a highly-specialized area of law, which must be guided by a knowledge of inheritance law, tax law, real property law, marriage/divorce law, wills and trusts, intestate succession, incapacity planning, special needs law, and more. Without a skilled legal practitioner with knowledge and experience in estate planning, your plan might be fatally flawed before the drafting of documents has even started.


Even if you have a well thought out estate plan, the documents to execute the plan must be artfully drafted and properly executed. Computer generated forms and similar DIY options will lack the subtlety and specificity to fit your particular circumstances. These pro forma tools are also usually not tailored to local law or adapted to account for recent changes in the law. This simplistic approach to estate planning also will not account for the interaction between different aspects of an estate plan. For example, some people who have a living trust drafted by a typing service presume they do not need a Will. However, an experienced estate planning attorney will prepare a pour-over Will in this situation to cover assets never transferred into the trust.

Once a trust agreement has been drafted, the assets of the estate still need to be transferred into the trust for the trust to be effective.  The Roark Law Firm works with clients during the drafting, execution, and funding stages to make sure that clients receive the full benefit of their estate plans.  Having an estate plan is nice, but it won’t help if you do not understand how the documents work or what steps are required to make the plan operate effectively.


The bottom line is that when people resort to the use of DIY solutions or non-attorney services, there are many common mistakes made during every stage of the estate planning process  The services of a proven Florida estate planning attorney are not free, but the mistakes you avoid could save you much more money and time in the future. Attorney Adam D. Roark meets with clients to carefully assess their needs and intentions while guiding them through the entire process. Whether you need a comprehensive estate plan constructed or a review and updating of your current estate plan, the Roark Law Firm is committed to providing the exemplary legal services that our clients expect and deserve. 


The Roark Law Firm provides estate planning assistance in a broad range of matters and instruments:

• Revocable or Living Trusts

• Special Needs Trusts

• Wills

• Durable Power of Attorney

• Designations of Health Care Surrogate or Health Care Power of Attorney forms

• Living Wills and Advanced Health Care Directives

• Succession Planning for Businesses and Real Estate

Elderly couple reviewing a Last Will and Testamet, Durable Power of Attorney, Living Will, and Trus

The danger of using non-attorneys to develop an estate plan does not end with the completion of the relevant documents. Many people who prepare their documents on a computer or use a pre-printed form fail to take the necessary steps to properly execute or implement their estate plan. A common error made by people who use these cheap alternatives to prepare a living trust is to assume that the process is finished once the trust agreement is executed.  In such cases, the trust will often be disregarded, and the assets of the decedent are distributed according to intestate succession (i.e. according to the priority established under state law when a decedent has no Will or trust).

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