Q:

Are there legal teach solutions being developed for wills? Any offers and solutions out there?

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Rachel Amos
The Senate
01 Apr 2020

A: SenseCheck

  • 1 Yes
  • 0 Unclear
  • 0 No
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  • 01 Apr 2020
  • Yes

    Simple

    There are a couple different legal tech companies in this space.

    Of course, LegalZoom is the one stop shop for online form contracts and legal docs.

    You also have:
    - Willing
    - Freewill
    - doyouownwill.com

    Of course, just finding a tech company that will spit out a will for you doesn't mean it's the right fit. The more complex the assets you (or your client) hold the more likely you will need customized legal advice beyond the realm of what simple self-service software can provide. If your portfolio is just stocks and bonds, no problem. If your portfolio has real estate, ownership stakes in private businesses or other illiquid securities, offshore accounts, etc., it would be advisable to seek the help of a qualified attorney.

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    Franklin Chou
    Nelson Mullins Riley & Scarborough

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