Can You Set Up a Trust Without an Attorney?

With online forms and DIY legal websites widely available, many people wonder: “Can I just do a trust and estate plan online?” Frankly, the better question is whether your family will pay the price later if something is done incorrectly. In this eye-opening webinar, expert California estate planning attorney Jim Cunningham explains the risks, limitations, and hidden problems that often come with “do it yourself” trusts. You learn why estate planning is far more than filling in blanks on a template and how small mistakes can lead to probate, tax problems, family conflict, or trusts that fail when families need them most. You also discover what a qualified estate planning attorney should be doing to properly customize, coordinate, and protect your plan, so it works the way you intended when it matters most.

Jim Cunningham - Cunningham Legal

James L. Cunningham Jr., is CEO, Partner, and a Certified Specialist in Estate, Trust, and Probate Law at CunninghamLegal. A well-known speaker and YouTube educator, Jim is the author of the bestselling book, Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.

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Jim Cunningham - Cunningham Legal

James L. Cunningham Jr., is CEO, Partner, and a Certified Specialist in Estate, Trust, and Probate Law at CunninghamLegal. A well-known speaker and YouTube educator, Jim is the author of the bestselling book, Savvy Estate Planning: What You Need to Know Before You Talk to the Right Lawyer.