Putting together a comprehensive will and estate plan is the best way to protect your assets and continue providing for those you care about when you are no longer around. But in order to do right by your loved ones, there are a few missteps that should be avoided. For the best results, here’s a closer look at what you shouldn’t do when planning your estate. 

What to Steer Clear of When Making Your Will

1. Handling It Yourself

If you don’t have a lot of assets or your family dynamic is relatively simple, you might think putting together your own will is feasible. However, estate planning laws are complex, and there are many factors to consider. For example, if you don’t designate a beneficiary, the state will decide where your belongings go, even if it’s not what you may have expressed to your loved ones beforehand. To put together a viable, comprehensive legal document, you need the assistance of a lawyer.

2. Forgetting to Revisit It

In some cases, certain legal documents can be handled in a one-and-done situation. For most people, however, wills and trusts don’t fall into that category. Failing to revisit your choices after major life changes, such as coming into a great sum of money, getting married or divorced, or having children or grandchildren, means your plan doesn’t always reflect your most up-to-date circumstances and wishes. 

3. Failing to Name a Guardian

If you have children, you know how crucial it is to ensure they’re loved and secure. If you have an immediate family member you’re close with, such as a surviving mother or a younger sibling, you might assume the courts would automatically give them custody over your children in the event of an accident. However, without a designated beneficiary, the outcome can become very messy, leading to potential custody battles and fraught emotions. 

If you need help putting together a will, The Law Office of J. Baron Groshon is here to help. Located in Charlotte, NC, Attorney Groshon has almost 30 years of experience handling family law and estate planning cases. With this knowledge and expertise, he’ll provide you and your loved ones with the guidance and skills needed to protect your future. Visit his website to learn more about his practice and call (704) 342-2876 to schedule an initial consultation today.