Reply to Ball park estimate cost of will, POA medical and financial

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[quote=Anonymous]My SIL has had all these documents done in another state about 4 years ago after she lost her first husband.  She had provided a list of requirements (in plain english -  kids get no more than 10% of total net worth per year until age 30 and get what's remaining equally,  setup a separate fund for medical care for the kids (insurance premiums, co-pays), language to automatically create a living trust in each kid's name when SIL dies, etc) and it was incorporated well into her living trust.   She was told that there is no need to change the trust even if she moves to another state.

Now the question is, can my brother just use her documentation, replace the names and other minor info. as appropriate for himself and his kids and just use that for himself?  This will be similar to using a template from Legalzoom, or the like would it not?

What's the catch in doing this?  Assets are plain vanilla - One house with a mortgage, 401K and investment accounts, bank accounts, etc that will all be moved to his trust once these docs are done so I can't imagine complications arising later.  [/quote]

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