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The attorney's role in creating wills and estate plans

Do you need an attorney to prepare your will in New York? The answer depends on your ultimate goals. The digital environment offers a plethora of do-it-yourself websites and computer software programs that can indeed take the lawyer out of the equation. However, in the end, this approach may be costly -- in more ways than one. Let's start by looking at the true role an attorney plays in estate planning.

Preparing a will or an estate plan is much more than simply drafting documents and having the clients sign on the dotted line. The true role of the lawyer is providing you with authoritative information and giving you solid legal advice through each step. Attorneys have the education and the knowledge to interpret the laws for their clients. This ensures the legal documents included in your will are error-free and abide by the law.

Preparing the will is but a first step. The document must also pass muster in the eyes of the law. This includes any provisions your will may contain such as appointing an executor and planning your estate. The final document must also be signed by competent witnesses and comply with other New York legal requirements. Failure to do so can result in a denial of probate, leading to additional costs and personal frustration.

The answer to the question posed at the start of this post is: Yes, if you want an error-free and accurate will, you do need an attorney's help. Sure, you can choose to do-it-yourself but be warned that it might not hold up in the eyes of the law. This will cost you more money in the long run, more time and more stress.

Continue to our website to see other ways in which a New York-based attorney can help bring your final wishes to fruition.

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  • I wanted to write to say how pleased my wife and I were at your professional handling of our estate planning and preparation of new wills. We were put at ease by your visit to our home for an interview and were pleased that you listened to us and captured the things that we felt were important.

    --Robert and Christine Simonson, Fairport
  • In order to finalize the documents we came to your office and were greeted in a very professional manner and we could not have asked for finer service. We left with copies of everything we needed and feel very confident our needs have been met. Thanks again. We will surely recommend you should the opportunity arise.

    — Christine and Robert Simonson, Fairport
  • I have been working with Weinstein & Randisi for about two years now. Elizabeth Randisi, through a very thorough process, has helped my wife and me determine what is really important in our lives. Thus, we were able to draft a living will that reflected our most important values regarding our estate.

    --David and Ajia Cherry, Fairport
  • I would like to give a testimony for Elizabeth Randisi, an estate attorney with Weinstein & Randisi. Her knowledge of wills and estate planning was clearly demonstrated in her presentation to us. Realizing our need for a will, my husband and I went to see Elizabeth.

    --Kathy and Gary Gray, Webster
  • Filing for Medicaid is never an easy or fun process. However, working with the Weinstein & Randisi firm made the process simple and streamlined. We were able to obtain all files and records regarding Medicaid enrollment within a few days using specially prepared checklists and verbiage recommended by our assigned paralegal.

    --Ajia and David Cherry, Fairport
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Weinstein & Randisi - estate planning

290 Linden Oaks, Ste. 200
Rochester, NY 14625

Toll Free: 800-768-1780
Phone: 585-310-1578
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