While it might be very tempting to draft a DIY will…the word ‘legal’ will always pop up. And in the worst case scenario, you could lose what a beloved has left you.
In this episode, Olivia talks about the importance of having an attorney draft your estate planning documents. She shares a real-life story of a recent client, Terrell Travis. Mr. Travis, ignorant of the risks of drafting a will in the absence of an attorney, jeopardized his grandma's properties and almost lost them to strangers. But Smith handled that, and Travis has a story worth your ears. Tune in!
Tune in as they share about:
A brief preface of Travis's grandma and how close they were
Travis's knowledge of state planning before his grandma passed away
What is legally required of a will
The value of hiring an attorney to draft the will
The loopholes one leaf in a will and how to avoid them
Travis's most stressful part of the whole process
What it meant to Travis to finally get what his beloved grandma had passed to him
Lessons he has grasped from the process
… and so much more!
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LinkedIn: Nicola Robinson
Connect with Olivia:
LinkedIn: Olivia Smith
