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The Danger of Dabbling (with Estate Planning)

“You do wills and stuff, right?” Probably every lawyer has been asked this question are one time or another. And it’s not limited to estate planning – most people think every lawyer can handle a traffic ticket or a basic divorce as well. The problem is not that the public make these assumptions, it’s that some lawyers prove the assumption. Many lawyers think that if they can get their hands on a set of estate planning templates then they are “Estate Planning Lawyers” – they can sell wills with your name filled in the blank, that’s basically estate planning, right? Unfortunately, dabbling happens all-too-often in law. But what people don’t see is the danger of dabbling when the time comes for your plan to be put into action, i.e., when you become incapacitated or pass away.

Lack of Experience with Probate and Estate Administration

Comprehensive Estate Planning requires experience with plans playing out – i.e., probating wills and family members using powers of attorney. When dealing with the results of estate planning, you learn first hand what works and what doesn’t.

  1. What sort of issues are the Clerks consistently having issues with? We can draft around them.
  2. What disputes are we seeing between family members? We can put safeguards in place to make things less susceptible to dispute.
  3. What types of assets are hard to avoid probate? We can develop specific funding strategies to make things as streamlined as possible.

Experience really informs planning strategy. When you lack probate and estate administration experience, you’re more likely to draft plans that will create issues after it’s too late to change them (i.e., incapacity or death).

Not Knowing What the Templates Do

Most estate planning lawyers use drafting software that contemplates many different circumstances and planning strategies for their clients. We use these platforms to be more efficient and to not “reinvent the wheel” for every plan. The issue arises when the lawyer using the drafting software does not understand, or even care, what the software actually does and the significance of the provisions they’re creating.

The issues are even more significant with more complex planning propositions like special needs planning, medicaid long-term care planning, and high net worth estate tax planning. When you dabble in estate planning, chances are you’re not going to know the regulatory, tax, or statutory significance of the provisions of the plans you’re creating. When the time comes for the plan to play out, the plan is much more likely to fail.

Lack of Education, Systems, and Processes

Attorneys who focus on Estate Planning take estate planning continued education courses, build systems that specifically contemplate an estate planning matter, and follow processes to make their practice as efficient and consistent as possible for their estate planning matters. When a lawyer dabbles in Estate Planning, the chance of any of their processes or systems being refined and efficient is much less. Their continuing education classes are more likely to have variety. Which makes sense – general practitioners are trying to be competent in many areas of law instead of being “an inch wide and a mile deep” in one. Would you want your landscaper doing your roof, or would you hire a roofer instead? The same concept applies for lawyers. If you want your estate plan completed, and you want it done right, you’re way better off going with an estate planning lawyer.

Author Bio

Paul Yokabitus

Paul Yokabitus is the CEO and Managing Partner of Cary Estate Planning, a Cary, NC, estate planning law firm. With years of experience in estate and elder law, he has zealously represented clients in various legal matters, including estate planning, guardianship, Medicaid planning, estate administration, and other cases.

Paul received his Juris Doctor from the Campbell University School of Law and is a North Carolina Bar Association member. He has received numerous accolades for his work, including being named among the “Best Attorney in Cary” in 2016 and 2017 by Cary News and Rising Star in 2020-2023 by Super Lawyers.

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