#155: Estate Planning - DIY Estate Planning

Season #1

We return to our Estate Planning series…so today, Amelie and Josh discuss DIY Estate Planning. What can you DIY, what should you DIY (if anything), and what should you look out for?

Takeaways:

  1. You could DIY through a service or by yourself.
  2. A holographic will is a handwritten will; a nuncupative will is a spoken will. Both can be legally binding depending on the laws of the state.
  3. Much of the “advice” you get from friends/family/the internet will get you into major trouble.
  4. Quick, online services are better than nothing, especially if you have minor children.
  5. If you move, you may need to update your estate planning documents for your new state.

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: