FWIW I’ve been focusing on estate planning since 1985, first with a small firm for four years, then solo for the next four, then with two associates for the next three, then solo since 1996. I’ve learned some things and continue learning every day.
DIY estate planning is like DIY surgery.
Robert Shapiro did the estate planning bar a huge favor with LegalZoom; I’ve fixed or replaced enough LZ wills, trusts, POAs and health care directives to pay my annual overhead. LZ is not the problem, its users are.
You’re better off consulting an experienced attorney provided you establish right up front the terms of representation. The services to be rendered, turnaround time and fee.
Beware of document factory law firms which send direct mail or email announcing free seminars with blurbs designed to scare senior citizens, e.g., “The federal government has enacted new laws which will impact your estate plan!”
Dozens of my clients started with document factory firms. They came to me dragging huge four-inch thick binders containing multiple documents such as 100-plus page “loving” trusts asking me to explain, fix and boil them down.
I practice in a common law state. I realize Texas is community property. However the same simple questions apply to all estate planning:
1. Who gets what?
2. When do they get it?
3. Who’s in charge?
Blended families are now the rule instead of the exception. Beware of any estate plan which permits the surviving partner to revamp the plan.
Fix your shit right. There are multiple routes your assets can follow when you become a croakee. Figure it out - make your advisor explain it to uour satusfaction before you sign anything except the engagement agreement.
Then relax and live your life out doing what you enjoy, posting outrageous shit on Surly, ridiculing anyone and everyone, reveling in a beautiful whatever, and keeping it real.