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brush

(57,601 posts)
3. There should be a company in your city/state that will execute a living trust,...
Sun Jul 11, 2021, 11:15 PM
Jul 2021

a will and homestead documents for you and file them with the county/state. The one in my city also sells the do-it-yourself kits for all the legal documents.

I looked through the kits and decided it got a little too complicated for me so I went with the company rep sitting with me, asking the all the right questions and creating a living trust for me which they also filed officially. They sent me a hard cover, ringed binder in a few days with all my official documents neatly tabbed and ready for safekeeping and future reference. It was a few hundred dollars (which included county filing fees) but cheaper than a lawyer and saves the anxiety of having to worry about it as you know it's done and filed and don't have to worry about going through probate...no will or trust at passing, and takes weeks, even months and cost money as the county tries to keep your assets. YOU DO NOT WANT YOUR HEIR/HEIRS TO HAVE TO GO THROUGH THAT.

It also saves the anxiety of worrying about if you did it yourself, did you do it right, or is the county going to sent back your self done documents as not correct, which you'll have to do all over again.

I'd forget about the online stuff as I tried that but my lawyer from another matter looked at them and told me the county would've accept them. He told me he could do it but the legal form company would do it for less money.

Also make sure you've assigned the beneficiary you want with your 401k company/job.

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