How many times have your clients asked you that? As estate planning attorneys, we know that producing a comprehensive estate plan to meet the unique needs of the client is not as simple as pressing a button. It takes years of legal education and experience to identify and address potential issues.
Now, one of the leading providers of interactive legal forms for the public, Legal Zoom, is being sued in a Missouri court for the unauthorized practice of law. The complaint includes reference to a finding by a committee of the North Carolina bar that Legal Zoom was practicing law without a license. The Missouri lawsuit is seeking class action status and removal to federal district court.
As attorneys, we know that documents are merely tools to achieve the desired outcomes. The key is in knowing which tool is appropriate for the job and how to use that tool effectively.
Steve Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
Latest posts by Steve Hartnett (see all)
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust - February 19, 2019
- New Tax Proposals - February 12, 2019
- State Income Taxation of Nongrantor Trusts - February 5, 2019