Before your attorney hands you your estate planning documents to sign, the attorney will have read them several times. The attorney carefully reviews the plan to make sure that there are not any errors in the plan. However, sometimes, small errors still exist. There could be a typo that the attorney overlooked. Maybe, you gave the attorney the wrong spelling of a Beneficiary’s name, or the wrong address.
Before you sign the documents, it is important that you read them and check them for any of these little errors. Tell your attorney about them. The attorney will be happy to correct the mistakse because that is much better than the alternative. The alternative can be a long and costly court process if the mistake causes your estate planning documents to be ambiguous. In Florida a recent case went all the way to the Court of appeals because the letter “e” was dropped from the name “Wolfe.”
Please review your estate planning documents carefully. Your attorney will have already done so many times, but the attorney appreciates your help in making sure that everything is precise and exactly how you want it.
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Ryan M. DenmanandDennis D. Duffy
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