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Personal Finance and Investing

RazzleCat

(732 posts)

5. I had a trust made by an attorney

Reply to captain queeg (Original post)

Mon Jul 12, 2021, 09:07 AM

Jul 2021

It was not super complex but a simple will would not have worked. Second marriage both have kids. Long short it was only $400.00 including lifetime updates, so before you go online route see how expensive it is.

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Has anyone used one of those online programs to prepare a will? [View all] captain queeg Jul 2021 OP

I used an online app, although I need to get it witnessed and notarized. Hoyt Jul 2021 #1

I need to figure things out also Rorey Jul 2021 #2

There should be a company in your city/state that will execute a living trust,... brush Jul 2021 #3

You need to see if your state allows an online will. PoindexterOglethorpe Jul 2021 #4

I had a trust made by an attorney RazzleCat Jul 2021 #5

I've used Quicken WillMaker and was pleased with it csziggy Jul 2021 #6

Thanks for the info; elleng Jul 2021 #7

Check if you're in one of the few states with inheritance tax bucolic_frolic Jul 2021 #8

ToD is not only for bank accounts; elleng Jul 2021 #9

The terminology varies state to state bucolic_frolic Jul 2021 #10

A plain old taxable investment account in Florida can have a "Transfer On Death" provision. A HERETIC I AM Jul 2021 #11