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Old 09-20-2024, 03:09 PM   #32
firebug
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Join Date: Aug 2002
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Quote:
Originally Posted by DoubleF View Post
I'd personally just spend the $800 for a will and POA/personal directive.

Don't focus on what she has, but who will get it and who will deal with her estate. If you are the only beneficiary/trustee and her assets are low, I guess the risk is kinda low. But if there's other beneficiaries and the assets are higher, saving the $800 risks leaving behind issues that could "cost" many times more than $800 to address later on not just in maybe getting a lawyer involved, but also your time and effort to resolve things.

Even if the assets are low, saving $800 now might create an issue worth more than $800 later to legally transfer/enact on her behalf to change name on title/sell or get control of the bank account, vehicle or even proving that you're authorized on stuff like canceling monthly services like utilities, cell plans, internet, credit cards etc.
Yes. In the long run, the cheapest will is almost always the one prepared for you by an experienced Estate lawyer.

I'm currently dealing with a home-made will with two home-made codicils and it's going to cost the estate thousands more than what it would've cost for the deceased to pay a lawyer to have done it properly.

Also working on a holographic will (i.e. handwritten) with partial intestacy and estranged children with no fixed address. Another estate with a bunch of extra costs due to 'saving money'.

It's good for me though...
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