Dotting Your i's and Crossing Your t's... Don't Make This Mistake.

True story - a few years ago, I consulted with a client who’d used an online website to prepare her estate plan. She then got the documents signed and notarized on her own. Upon review of the documents, however, I discovered some alarming problems… there were different signing dates, missing witness information, and missing notary signatures. Uh oh…

I always tell my clients: “An estate plan is only as good as its execution.” What do I mean? Well, an estate plan can have all the proper paperwork and contain the necessary legal provisions; but if the documents aren’t signed and notarized properly, they can be challenged and may even be completely useless.

In my opinion, you should go “dust off” those documents you prepared many years ago and be sure each one is signed and notarized correctly. For instance, if your Last Will and Testament or Living Trust has different dates, missing pages, or missing signatures, that’s a real problem.

If I can review your existing estate documents or help you prepare an estate plan that will give you peace of mind about the future of your family, please contact me at (813) 244-7758 or Ross@RossSpanoLaw.com.

Cheers!

Ross Spano