Shamokin, PA asked in Estate Planning for Pennsylvania

Q: I did my own will through the Suze Orman website and my will mentions a revocable trust but I didn't do it.

Is it OK that my will mentions this trust but I decided not to do it. There was no way to take it out. According to them it automatically does it and they told me to check with my state to see if it matters that it says there is one and I don't have one.

Related Topics:
2 Lawyer Answers

A: ... Hello ...

... please please please do not listen to Suzy Orman ... She is based in California, cites California law, and is not an attorney ...

... Estate and Wills law is state specific ...

... Please ensure your Will is proper under Pennsylvania law ...

... thank you and good luck ...

... John ...

• • • • •

John B. Whalen, Jr., JD., LL.M., Attorney and Counselor at Law. Mr. Whalen is AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb (obtaining over 95 client reviews and peer endorsements). He is the recipient of the Legum Magister Post-Doctorate Degree (LL.M.) in Taxation (from the Villanova University School of Law), a recipient of the American Jurisprudence Award in Wills, Trusts, and Estates, from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law). He has also been named as an Awesome Attorney in the field of Probate, Wills, and Estate Planning Law (by the Suburban Life Magazine of the Philadelphia suburbs) for the years 2010 through 2018, and was Editor-in-Chief of the Delaware Law Forum at Widener School of Law.

Mr. Whalen has spoken for the Pennsylvania Bar Institute and the Delaware County Estate Planning Council, and has had his legal articles and blogs published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Martindale.Com, website, the Lawyers.Com website, the Avvo.Com website.  Mr. Whalen provides an intial consultation, despite the duration of the consult, for a paid one hour consultation fee, seven (7) days per week, including all evenings, weekends, and holidays.

B•Visit and Subscribe to our Blog

T•610-407-0220

C•610-999-2157

A•1199 Heyward Road, Wayne PA 19087

W•WhalenPaProbateLawyers

• • • • •

A: Tell them you want your money back if they gave you advice. Otherwise report them to the Bar for practicing law without a license.

That being said, if you have a paragraph that refers to another writing ("instrument" ) that isn't attached, the Court should interpret it as a nothing. However depending on your will this can confuse things.

Either see an attorney or go to your county law library, look for the "yellow books" on wills (PBI).

But really, if it's important enough to have a will, it's important enough to have a lawyer draft one.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.