[Stacey]

I need to get a will made. Among other things. Willing to do myself in an online form or whatever.

What’s your frugal way to do medical and will type forms?

Is there a way to save big bucks? Is there a website?

I’m interested in creating a legally valid will and medical directives (like a living will or power of attorney) but want to explore affordable online options.

For those who have gone through the process, what are the best budget-friendly websites or services that you would recommend?

Are there any free or low-cost templates that are easy to use, but still meet legal standards?

Any advice or experiences with the quality, ease of use, or hidden fees from different platforms would be greatly appreciated!

[Caye]

Get an estate planning lawyer. Unless you have a complicated estate, it should be affordable. Well worth the expertise.

Also ask about forming a trust.

[Kay]

Seniors with low income can get them done free thru legal aid for seniors

[Loretta]

With this type of situation, I’d go with a lawyer that does it at a flat rate.

Hubby tried doing it himself with online help and come to find out it was done completely wrong.

We have an estate person now to handle affairs. It’s worth it.

[Jackie]

How many beneficiaries? How large is your estate? This is what we have done. We have 2 grown children. We have investments, bank accounts, and a house on 2 acres.

We live in New Mexico, in our state you can do a transfer on death of your property, which you register with the county clerk.

We have our children’s names on all accounts and investments.

This automatically transfers them to our children equally on our death.

In New Mexico there is no inheritance tax and if your estate is under a certain amount there is no probate.

[Victoria]

Check your local senior center for options, referrals for Wills/Deed issues. For medical directives — contact your medical provider, most have very comprehensive forms that you can fill out, sign, etc.

and added to your medical file at your doctor’s, hospital, etc.

Check with your local Circuit Court Clerk to see if there are any known Pro Bono (if low income) or free legal clinics where volunteer attorneys help with questions, forms, etc.

Another resource could be your local library, especially the main branch.

You should also have a Power of Attorney form – medical and financial to cover any time you are not able to make decisions for yourself or just don’t want to.

Please note – Power of Attorney ends the second you die, this is something that helps while alive.

[Pia]

My husband’s company actually pays for getting a will. They had a list of lawyers but then covered the full cost.

Might be worth checking.

[Barb]

A simple will is easy enough, but what you are talking about is a Medical and Financial Power of Attorney, that’s when it starts getting a bit more complicated, this is where you name someone to take care of your affairs in the event of death or incapacitation, I chose to hire an estate attorney.

With that said, even a simple notarized will is better than nothing; not everyone needs to create a trust it really depends on your assets and what you need to accomplish.

[Christine]

I did mine online then got a notary. They walk you through it step by step

[Jilly]

Might want to check with your work company to see if the offer legal aid. That is how we did ours thru Metlife

[Author]

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