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Your Estate Planning Attorney CANNOT also be a Beneficiary

By Sabrina Winters

Common sense might dictate that if your attorney is going to be a beneficiary in your Last Will and Testament that your attorney should not be your attorney drafting your Last Will and Testament and other Estate Planning documents!   Just in case is is not as obvious to some, there is a new requirement in North Carolina.  Starting in 2010, an attorney drafting an Estate Plan for a client cannot also be a beneficiary in that Last Will and Testament.  If he or she is, that particular provision in the Last Will and Testament will not be valid.

Sometimes the obvious must be stated!

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