Print This Page

Do I need a lawyer for estate planning or can I hire a paralegal or another non-attorney to assist me?

Only an attorney can prepare legal documents, especially in an estate plan. If you hired a paralegal to do these documents for you, you have to come there with the documents and all the paralegal can do or the non-attorney can do is assist you with getting the signatures. They cannot give you any advice on how the documents work or how they don’t work. What the language is used and what the consequences of using that language. It is best to seek the assistance of an estate planning attorney to have an effective estate plan. There aren’t that many questions, then, that your family will have when you pass away.