by Kelsey Morrison, B.A., J.D.
Have you ever been standing in line at the Registry office waiting to renew your driver’s licence or vehicle registration, and found yourself glancing over at the rack of do-it-yourself legal kits? Then you think to yourself, “Self, you should really have a will done up.” Then you start to question why you would spend potentially hundreds of dollars on a lawyer when you could simply buy one of these kits for $34.99. Good question. We’re so glad you asked. There are several advantages to having a lawyer draft your will. We’ll go into a few of them here. Rules of Execution The Courts are able to validate wills which have not strictly adhered to the Wills and Succession Act, but do you really want your beneficiaries to incur the costs of that application? Having a lawyer draft and witness the signing of your will greatly reduce the chances that its validity will be challenged after you pass. Witnessing the Execution of a Will When you attend at your lawyer’s office for the drafting and signing of your will, he or she will take detailed notes regarding not only your wishes and intentions, but also your capacity and understanding of the process or if there has been any undue influence. Having your lawyer’s notes, or to have him or her appear as a witness in Court, will protect your estate and the interests of your beneficiaries in the event a challenge is made in the future. Clarity of Intent Your will should leave no question to your executor as to what your intentions are. Lawyers have the skills and knowledge necessary to draft a will that is clear as to your wishes. Also, the wording used by most lawyers has been through judicial interpretation, which means it has been interpreted by a judge to clear up any vagueness as to the meaning. Unforeseen Circumstances Disputes amongst beneficiaries of an estate often arise as a result of failing to consider how the terms of distribution will be affected by events that may happen down the road – birth, marriage, divorce, death, loss of assets and the fluctuations in value of an estate are all things that can have a significant impact if not taken into consideration when a will is drafted. Obligations to Dependents A lawyer will be able to assist you to ensure you have properly provided for your dependents by structuring your estate in order to minimize the risk or impact of a maintenance or support claim. Marriage, Divorce and Blended Families If any of the following apply to you, then you need actual legal advice and assistance with the planning of your estate: If you have a blended family, or children from different mothers or fathers, or a child with a disability who may require extra care during his or her lifetime, or a business, or joint property held with an adult child, or for numerous other reasons. Legal and Financial Assets How to properly address jointly owned property, tax deferred investments and insurance policies are legal principles that a lawyer has the specific skills and knowledge to address in the drafting of your will. These things and the consequences of not properly addressing them are often not fully understood or explained in a do-it-yourself kit. As you can see, the benefits of hiring a lawyer to draft your will far outweigh the savings of purchasing a do-it-yourself kit. Do your future beneficiaries a favour and have these important documents prepared properly by an expert. If you have specific questions about wills, enduring powers of attorney or personal directives, please contact us and we’d be more than happy to sit down with you. Need more information? For more information about wills and estates, please feel free to contact Kelsey Morrison to arrange a consultation to discuss your unique situation and options in more detail. The contents of this post are for informational purposes only and are not to be considered legal advice. It is advisable that you speak with a lawyer prior to making any significant decisions.
31 Comments
Lorne
4/22/2020 12:45:12 pm
Can you provide an estimate for a will just for myself?
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8/29/2022 08:03:00 am
Hi Lorne,
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9/13/2021 12:12:12 am
Thanks for elaborating how having an attorney could make it easier to leave your assets to your beneficiaries. I heard the term last will from one of the movies that I watched last weekend. I believe it would be wise to leave this topic to these specialists to avoid unwanted mistakes!
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8/29/2022 08:03:58 am
Thanks for the comment Zachary, glad we could help!
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2/13/2022 07:34:24 pm
I am most captivated when you wrote that lawyers will be able to draft a will that is precise as to your wants as they have the essential skills and knowledge for the task. This convinced me more that my decision to hire a lawyer is a smart choice. With that said, I'll make sure to hire one that is known in my area for providing reliable legal services.
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8/29/2022 08:05:52 am
Glad we could help Victoria, we hope you were able to get your documents drafted correctly!
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4/28/2022 08:32:38 am
Our parents had a blended family while my dad came into the marriage with far more assets. Therefore, we need a probate lawyer since he has now passed. Thank you for pointing out that in a blended family situation actual legal advice is needed for planning an estate. My husband and I will seek the help of a probate lawyer by next week.
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8/29/2022 08:07:39 am
We're glad we could share this key point in your matter Vivian, we hope you got everything organized and are sorry for your loss!
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7/10/2022 10:53:38 pm
It was interesting to know that a lawyer can help you draft a will with clear intent. My grandmother is confused about drafting her will. I should advise her to seek guidance from an estate lawyer to ensure it is done right.
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8/29/2022 08:08:27 am
Glad we could help clear up any confusion Victoria!
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8/2/2022 06:15:25 pm
I love that you talked about the importance of knowledge and skills for legal principles of the practice. I remember when my brother told me that he was planning to start living wills planning for his future retirement plan, and he asked if I had any idea what would be the best option to do. You did a great job explaining the importance of planning, I'll be sure to consult an wills disputes lawyer as they can help with the living will documentation process.
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8/29/2022 08:10:12 am
Thanks for the comment John, glad we could help clarify some of the planning elements and how important it is to have this type of documentation done right!
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8/4/2022 10:53:25 pm
From my point of view, people who want to protect their family from experiencing a probate case must hire an experienced estate lawyer that may help them create a Will. Thank you for sharing the importance of seeking a free consultation first. I also agree with you that taxes must be discussed.
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Southern Alberta Law Offices
11/3/2022 08:59:46 am
Thanks for reading Rachel, glad we could help provide some info!
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8/26/2022 01:14:36 am
I appreciate how you highlighted the attorney's competency, awareness of the procedure, and ability to determine whether there has been any undue influence. I'm retired, and I own a retirement home, a couple of pieces of property, and other things. I do not have children, and I believe it is wise for me to get legal counsel to assist me in drafting my estate planning documents.
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8/29/2022 08:11:56 am
Hi Iris, thanks for the comment and we are happy to help if you need it. We offer free 15 minute consultations which can be set up with our office at 403-950-1410 or by emailing [email protected]!
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9/19/2022 01:54:35 pm
I loved how you said that they can help you protect or estate! My mom was at my house yesterday afternoon for lunch, and she talked about how she wants to make a will since she is getting older. I'll pass this information along to her so that she can hire a lawyer that can help her with making a will.
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11/3/2022 08:56:12 am
Thanks for reading Kate, we're glad we could help!
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10/12/2022 04:52:45 am
It's great that you mentioned how lawyers have the skills and knowledge necessary to draft a will that is clear as to your wishes. It looks like my grandfather wants to leave a will but it seems he doesn't know where to start with it. I don't think it is advisable to draft a will by yourself, so he should probably ask for will preparation services from a trusted lawyer.
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Southern Alberta Law Offices
11/3/2022 09:02:26 am
Hi Luke, thanks for reading and we do offer free 15 minute consultations if you're grandfather would like some help getting started! You (or he) can set up an appointment set with our team at 403-950-1410!
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10/30/2022 07:14:44 am
We have been trying to get my mom to understand getting a will sooner rather than later as she is getting up in the years and we all really never know when our time will come and it is best to be prepared ahead of time before we are unable to make the choices for ourselves.
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Southern Alberta Law Offices
11/3/2022 09:04:25 am
Being prepared can save your family, executor, and beneficiaries a lot of time and trouble!
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11/1/2022 07:40:32 pm
Thank you for expressing that having access to your lawyer's notes or having them testify in court can safeguard your estate and the interests of your beneficiaries in the event that a dispute is brought up in the future. My husband stated that he wants to convey the real estate that he owns to our daughter. I will hire a probate attorney to assist my husband in protecting his estate and transferring ownership of his home to his daughter once he dies.
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Southern Alberta Law Offices
11/3/2022 09:05:41 am
It's always tough to think ahead in this regard, but you are correct about safeguarding for the future Iris!
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12/7/2022 05:45:50 pm
I appreciate what you said about getting a probate lawyer if you have a mixed family. My new wife and her kids need to be added to my will. I'll have to hire a lawyer to make the revisions.
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3/8/2023 03:36:13 pm
It's great that this article talked that you should consider ensuring proper communication and agreement for your living will documentation to prevent mistakes. The other week, my cousin informed me that he wanted to start living wills planning for a secure and peaceful retirement plan. He asked if I had thoughts on the best option for consultation. You did a great job explaining the importance of planning. I'll consult a living will law office as they can help with the living will documentation approach.
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3/22/2023 04:19:38 am
Thank you for mentioning that a lawyer would be able to help you ensure that you have adequately supplied for your dependents by arranging your estate to reduce the risk or effect of a maintenance or support claim. My friend has decided to divorce his wife. He wants to make a claim on the property where they both reside. I'll advise him to seek assistance from a probate lawyer.
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6/2/2023 11:32:37 pm
Having a lawyer draft your will offers several advantages. They ensure your will adheres to legal requirements, reducing the chances of validity challenges. Lawyers take detailed notes during the process, providing evidence and protecting the interests of your beneficiaries in case of disputes. They draft clear and precise wills, considering unforeseen circumstances and obligations to dependents. Legal advice is crucial for addressing blended families, business interests, joint properties, and complex financial assets. Hiring a lawyer ensures proper preparation and benefits your future beneficiaries.
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7/5/2023 11:09:42 am
Thanks for the comment Lynn, you are correct!
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SALO
9/10/2024 09:45:49 am
Thanks for the note Cublaw, we'll certainly look into an article of that nature!
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