The Do's and Don'ts of Will Preparation and Execution

By Michele Lorbieski, Hewitt Law & Mediation

For estate planners who have prepared thousands of documents, the process can become very routine. Usually, you know our clients well because you have represented them for years, often through various stages and versions of estate planning. Under those circumstances, it is easy to become complacent and to routinize the estate planning and document execution process.  That complacency can create a poor record, or worse, no record at all, if an estate plan or the document execution process is challenged later.

As a best practice you should assume that every estate plan you draft will be challenged through allegations of lack of capacity, undue influence, improper execution or tortious interference with inheritance and create a record that will withstand litigation scrutiny.

Here are some "dos and don’ts" to keep in mind during the preparation and execution of a will.

Do you want to learn more about this topic? Attend Tips for Drafting Estate Planning Documents from the Perspective of Litigators and Fiduciaries on May 18!

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