I guess my observation is that almost all people would expect to be in that more complex position before they die, and I expect that will have a large effect on the potential for ROI of these wills.
Thanks Tom! Yes we’re hoping to have something more comprehensive up and running in the next few months, though I would recommend people use the primary service regardless. The final product is still great quality and there’s a good chance it’s sufficient even for complex estates.
Absolutely. I’ve come across similar stories in my research. Quite unfortunate and sad. It seems like it would be a good idea to update around once every two years even if that just means changing the document so it’s dated more recently. I would imagine having a recently updated document opens it up to less scrutiny.
We’re also quite aware that the service we offer provides more of a foundation for one’s estate planning that someone would have to build on over time. One benefit is that you can download your completed will as an editable doc so that you can change, print and sign multiple times as necessary, though major life events likely require more attention than self-editing.
That seems reasonable. The advice we’ve had both specifically and generally from legal people is that a will which appears not to take into account your life circumstances is open to challenge. Certainly in the UK, charitable legacies have been successfully challenged for not taking children into account (even when that appears to have been deliberate). https://www.theguardian.com/uk-news/2015/jul/28/daughter-wins-164000-decade-long-legal-battle-mother-will-charities
I guess my observation is that almost all people would expect to be in that more complex position before they die, and I expect that will have a large effect on the potential for ROI of these wills.
Yep. Would also be keep on the more comprehensive one 😊 well done though
Thanks Tom! Yes we’re hoping to have something more comprehensive up and running in the next few months, though I would recommend people use the primary service regardless. The final product is still great quality and there’s a good chance it’s sufficient even for complex estates.
Absolutely. I’ve come across similar stories in my research. Quite unfortunate and sad. It seems like it would be a good idea to update around once every two years even if that just means changing the document so it’s dated more recently. I would imagine having a recently updated document opens it up to less scrutiny.
We’re also quite aware that the service we offer provides more of a foundation for one’s estate planning that someone would have to build on over time. One benefit is that you can download your completed will as an editable doc so that you can change, print and sign multiple times as necessary, though major life events likely require more attention than self-editing.
Great observations, Bernadette! Thanks! :)