Free Webinar

Hidden Dangers of DIY Estate Planning – What They Won’t Tell You

In our modern digital world, Do-It-Yourself (DIY) and digital estate planning tools claim to offer convenience and affordability. But at what cost? Join us for a revealing webinar where we’ll expose the hidden dangers of these cookie-cutter solutions and why they might leave your loved ones at risk.
 
Estate planning isn’t just about checking boxes or filling out forms; it’s about securing your legacy and protecting your family from stress, costs, and probate.

Wednesday, February 5th at 5:00 pm  PST

Webinar Presenters


  • Michelle Reese-Johnson

    Presenter

  • Greg Reese

    Presenter

​​​​​​​Why Attend:
​​​​​​​​​​​​​​

  • ​​​​​​​DIY platforms promote quick and easy estate plans, claiming they can be completed in just 15-30 minutes. But would you trust a 30-minute solution for something as important as your family’s future?

  • DIY estate plans rely on generic, one-size-fits-all templates. But your family’s needs aren’t generic.

  • Think your DIY estate plan will avoid probate? Think again. Without transferring assets into your trust or meeting all legal requirements, your loved ones could still end up in probate court facing delays, high costs, and frozen assets.

  • ​​​​​​​DIY platforms often advertise low fees and often hit you with surprise charges for additional documents or services. We’ll show you how these “affordable” solutions can end up costing more.

  • DIY platforms often lack the critical oversight of licensed legal professionals, leaving your plan incomplete or even invalid.

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