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Minor Deity
Picture of Cindysphinx
posted
Has anyone used a wills/estates software program?

My dad would like to update his will, and given the simplicity of his estate we think a basic program will be fine.

Any thoughts?
 
Posts: 19833 | Location: A cluttered house in Metro D.C. | Registered: 20 April 2005Reply With QuoteReport This Post
Serial origamist
Has Achieved Nirvana
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I have dabbled on the edges of this. I think the biggest part is making sure that your will is legal in the state in which you live.

I was the executor of my mother's estate. Her will was accepted by the court without probate.

I copied her will and changed the names and a few other relevant details and called it good.

I have seen templates online for wills and other documents. I've used templates for promisory notes and lease agreements, although those tend to be more fill-in-the-blank affairs than a will.


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Posts: 30040 | Registered: 27 April 2005Reply With QuoteReport This Post
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I would add the secondary consideration of making sure in advance (if possible) that the will won’t be contested. Not every parent is that open to the transparency required for that, though.


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Posts: 33811 | Location: On the Hudson | Registered: 20 April 2005Reply With QuoteReport This Post
Minor Deity
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Do. A. Trust. Why do you want your estate to go through probate?


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Posts: 13650 | Registered: 20 April 2005Reply With QuoteReport This Post
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quote:
Originally posted by Mikhailoh:
Do. A. Trust. Why do you want your estate to go through probate?


+1.


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Posts: 35084 | Location: Hooterville, OH | Registered: 23 April 2005Reply With QuoteReport This Post
Has Achieved Nirvana
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quote:
Originally posted by jon-nyc:
I would add the secondary consideration of making sure in advance (if possible) that the will won’t be contested. Not every parent is that open to the transparency required for that, though.


Please clarify.
 
Posts: 25325 | Registered: 31 March 2007Reply With QuoteReport This Post
czarina
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quote:
Originally posted by Daniel:
quote:
Originally posted by jon-nyc:
I would add the secondary consideration of making sure in advance (if possible) that the will won’t be contested. Not every parent is that open to the transparency required for that, though.


Please clarify.


I believe he means you should let your kids know in advance what the will says so that if there are any disputes you can address them while you are alive.


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Posts: 21539 | Registered: 18 May 2005Reply With QuoteReport This Post
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