It's a good to use an attorney to help with a 97 year old's estate plan. Besides document preparation a big issue is document preparation and execution. For example, when a 97 year old prepares documents there is more likely to be accusations of undue influence. Thus an experienced attorney is important for making sure that the proper procedures are followed in preparing and executing the documents.
Answered on Sep 23rd, 2014 at 8:34 AM