I know you have already gotten some advice. So this is IMHO.
"therefore to put things in order so that when I pass, my wishes will be executed easily.
"
so your answer is ease
"The intestate one was the most difficult"
that just means you dont have a will. Have a will and its no longer intestate.
"The trust one was the easiest and smoothest"
definitly.
OK next question. Size of estate. If its above 4,000,000, stop being so cheap and pay for a good lawyer. I think 2000-3000 is worth getting top notch advice and you have enough assets to take advantage of them.
2,000,000 - 4,000,000. Probabably pretty standard stuff A/B. Find a new laywer in your area. They are usually doing seminars with brokers and life agents. You need to have some confidence that you can read over the trust and understand the provisions. Should run around a grand.
Finally If its less the 2,000,000 and your astutue enough to undersatnd what you need and this is truly vanilla you can go to a para leagal. take a look at the business section of paper usually someone advertising around 300-500 bucks. You probably dont really need a trust if you have joint tenacy values at less then 1,000,000. but then again you wanted ease.
Now if your really cheap. tell your heirs how much easier a trust would be for them and ask them if THEY want to pay for it. |
