Write a pour over will to transfer anything you missed into your trust upon your death. Know for certain that you have executed your documents properly (notary/witnesses).
Also a lawyer, and I feel no need to put a disclaimer that DIY will is a bad idea. DIY trusts are just as bad.
The above post in full is remarkable, but to follow the quote's recommendation to do a DIY will
and DIY trust with the statement that you should "know for certain that you have executed your documents properly" is ... bold. How are you going to know you've executed them properly? More importantly, how are you going to know whether the properly executed document is proper?
I'm not going to validate my law degree as imbuing me with superior specific knowledge, but I have learned that the legal world is the most tangible profession I know of where another person's sole job is to review your work in order to invalidate your work and make you suffer the consequences of that invalidation.
DIY Trusts are even worse than DIY Wills since they require ongoing maintenance, upkeep, and obligations.
Some War Stories:
1) DIY Will--real estate owned before marriage. Wife dies, her interest in property goes to husband under Will. Will is laughably inadequate, so her interest in property goes to Daughter. Daughter is 3 years old. Rather than wait 15 years until she can legally sign documents to sell a house Dad can now no longer afford, we spend 4 Months and $5000 to get the Court to grant him permission to buy his daughter's interest in the property in order to then sell the property. As a cherry on top, those funds are now sitting in the registry of the Court until she turns 18 earning almost no interest, since, you know, her mom Did it Herself.
2) DIY Trust--Man owns property, man hears that trust is a good thing because rich people have them, makes a trust and then transfers property to a trust, but doesn't have trust documents, arguably transferred it improperly to the trust instead of the trustee, and then goes to evict my client from the property but files the petition personally instead of as trustee 'because it is his property' and I win because he doesn't actually own the property he's looking to evict someone from.
3) DIY Trust--This guy actually paid a lot of good money to get a trust for his sizeable assets in order to streamline the multistate ownership issues and tax shelter them as he actually had potential estate tax ramifications (spoiler, MMMer's probably don't have $12 million dollars to worry about estate tax issues to validate a trust). Good for him on being a good fit for a trust, and getting it done. If only he would have paid the extra money to implement the trust instead of simply signing the trust documents, putting them into his safe deposit box, and never actually transferring or funding the corpus of the trust with his sizeable assets. But the zero assets he held in that trust were seamlessly transferred without the need for probate, I guess.
4) DIY Will--Older woman lived with her same sex partner most of her life, but was never able to get legally married. Partner owned the house they lived in and an investment property acquired during the relationship. After her partners death, the long distant and greedy nephew, who is the sole heir of the childless partner by statute, isn't interested in doing the right thing, so a lifetime of assets lands in some ingrates lap. Telling her that the email from her partner 'giving' her her properties upon death wasn't sufficient was a very hard conversation to have.
I hope this doesn't come off as some war drum from a lawyer to churn fees for the profession, it is not. That is reserved for large asshole clients and/or corporations fighting petty battles on pride and principal at the expense of good business decisions and optimized returns on investing in a lawsuit. /s
The probate cases I see are some of the saddest. Sad because I am dealing with the survivor, who thought that things were taken care of and, if they're lucky, get to pay me for the pound of cure because they didn't properly do the ounce of prevention. I say if they're lucky because I won't take someone's money in a case I can't see a legal basis for.
If you want to DIY it knock yourself out, you won't be around to experience the fallout. As someone who has to try and put the pieces back together, who knows the cost to meet with a lawyer and get an actual estate plan, hopefully I can convince you that this is a prime example of being cheap over being frugal.
http://www.mrmoneymustache.com/2012/10/24/frugal-vs-cheap/