Author Topic: Doing your will online - make sense?  (Read 1015 times)

FIRE_at_45

  • Handlebar Stache
  • *****
  • Posts: 1640
  • Location: Vancouver, BC, Canada
    • I found happiness! Now what!?
Doing your will online - make sense?
« on: February 28, 2018, 07:31:00 PM »
I've been procrastinating writing a will.  We had one when I was married but now I need to get one written.  I recently learned of this site where you can do your will online for cheap.

https://www.legalwills.ca/

They are a Canadian company who have been in business for 18 years and seemingly have a great reputation.  I plan to do a little more research before getting it done. 

Basically, it walks you through a series of forms like doing your taxes online and then you print out your will and have it witnessed.  Done.  $40/single $60/couple

Does anyone have experience using this service?  Thoughts versus using a notary public or lawyer? 

chickinyow

  • 5 O'Clock Shadow
  • *
  • Posts: 32
  • Location: Ottawa
Re: Doing your will online - make sense?
« Reply #1 on: March 01, 2018, 11:04:25 AM »
I would consider it if our situation was less complicated. I actually was going to use this company back when I was single. I think it is perfectly fine for many people.

legalwills

  • 5 O'Clock Shadow
  • *
  • Posts: 2
Re: Doing your will online - make sense?
« Reply #2 on: March 02, 2018, 09:23:03 AM »
I represent LegalWills.ca, but I'll try to be as objective as possible.

Writing a Will using online interactive software is not the same as using a blank form Will kit. These blank kits that you buy in Staples or on Amazon have created a lot of problems over the years and they have tarnished the idea of "writing your own Will" or "writing a Will without a lawyer". Online services like the one at LegalWills.ca are more analogous to using tax preparation software to complete your taxes. They guide you through the process, they are specific to each Province, updated to reflect changes in laws, and they make sure that everything is covered; For example, you have young children? you need to name a guardian and set up a trust.

Over the years, our service has become more and more sophisticated. We have added things like caring for a pet, setting up a lifetime interest trust for a spouse who is not the biological parent of your children. And we also have complementary tools like our LifeLocker service that helps your Executor work with your estate. In addition, we have a dedicated support team in Ottawa who can answer any questions that you have about our service. So our service is no longer just for "really simple situations".

So what don't you get? You don't get legal advice. If you have a situation and you don't know the legal implications of your situation, and you need legal advice, then you need to see a lawyer. For example, you may have a child with special needs receiving benefits and who may need long term care. You need to have something written up by a lawyer.

But many people do not need legal advice when writing a Will, in which case they will probably be overpaying for their Will if they use a lawyer.

If you step through our service, and then sign the document according to the instructions (in the presence of two witnesses who are not going to benefit from the contents), then your document will usually be exactly the same as one prepared by a lawyer (we use the same software that they use).

We also have an option to have your Will reviewed by one of our lawyers (for a fee), if you do feel that you need that extra reassurance.

Contact our support team if you have any other questions.

FIRE_at_45

  • Handlebar Stache
  • *****
  • Posts: 1640
  • Location: Vancouver, BC, Canada
    • I found happiness! Now what!?
Re: Doing your will online - make sense?
« Reply #3 on: March 02, 2018, 09:38:19 AM »
I represent LegalWills.ca, but I'll try to be as objective as possible.

Writing a Will using online interactive software is not the same as using a blank form Will kit. These blank kits that you buy in Staples or on Amazon have created a lot of problems over the years and they have tarnished the idea of "writing your own Will" or "writing a Will without a lawyer". Online services like the one at LegalWills.ca are more analogous to using tax preparation software to complete your taxes. They guide you through the process, they are specific to each Province, updated to reflect changes in laws, and they make sure that everything is covered; For example, you have young children? you need to name a guardian and set up a trust.

Over the years, our service has become more and more sophisticated. We have added things like caring for a pet, setting up a lifetime interest trust for a spouse who is not the biological parent of your children. And we also have complementary tools like our LifeLocker service that helps your Executor work with your estate. In addition, we have a dedicated support team in Ottawa who can answer any questions that you have about our service. So our service is no longer just for "really simple situations".

So what don't you get? You don't get legal advice. If you have a situation and you don't know the legal implications of your situation, and you need legal advice, then you need to see a lawyer. For example, you may have a child with special needs receiving benefits and who may need long term care. You need to have something written up by a lawyer.

But many people do not need legal advice when writing a Will, in which case they will probably be overpaying for their Will if they use a lawyer.

If you step through our service, and then sign the document according to the instructions (in the presence of two witnesses who are not going to benefit from the contents), then your document will usually be exactly the same as one prepared by a lawyer (we use the same software that they use).

We also have an option to have your Will reviewed by one of our lawyers (for a fee), if you do feel that you need that extra reassurance.

Contact our support team if you have any other questions.

Do you have software that notes when someone posts your address?  Typically this type of post would have you banned form an online forum but I found it useful.  Thank you

legalwills

  • 5 O'Clock Shadow
  • *
  • Posts: 2
Re: Doing your will online - make sense?
« Reply #4 on: March 02, 2018, 09:50:53 AM »
It was sent to me by a friend. I think they use Mention.com, and track LegalWills.ca

I tried to not make the answer promotional. Different people have different needs, our service will work for some, and not for others. But I would say, that using a blank form paper-based DIY Will kit is rarely a good approach to writing a Will.

Thank you for not deleting the response.