Online estate planning tools and document-generation software have become increasingly popular, but efficiency doesn’t always equal effectiveness.
In this video, Richard Morgan of Morgan & DiSalvo, P.C. explains why estate planning isn’t just about producing documents, but about creating plans that adapt to changing laws, court rulings, and real-world family situations.
He discusses:
- The limitations of DIY estate planning software
- Why one-size-fits-all documents often fall short
- How attorneys adapt plans as laws and case decisions change
- The importance of flexibility and legal foresight
This video is for anyone considering online estate planning tools and wanting to understand what they may be missing — before it matters most.
