I apologize for not updating this, my continuing series (and my blog in general) in which I order estate planning documents from an Internet document service. As I previously wrote, I attended the ABA Techshow in Chicago, and got sick when I came back. Between the late nights, and the Chicago cold, and the uncirculated airplane air, I’ve been fighting a pretty bad cold. I’m really feeling better though, but not 100% yet.
To refresh your recollection, I am going through the process to see what a customer of this site is offered and what type of documents they produce. As I’ve said, my philosophical issue with these services is that they allow customers to choose what they want, instead of having a professional discuss with them what they need
In my last installment, I decided that I needed a Living Trust (even though I would never recommend a Living Trust for someone in my circumstances).
The first question: What type of Living Trust would I like to make?
I don’t know the answer, so I click on the Help button.
As you can see, the Help page is filled with error and ambiguities. I certainly hope that anyone who actually needs an “AB” trust (generally couples that have more than a couple million dollars) would see an estate planning attorney to begin with.
I decide I want an Individual Living Trust, and move forward.