In Practice

Santa's Will: A Parable About the Perils of Online Wills

, Daily Report

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Left: Dawn R. Levine is a partner at Lyle & Levine. Her estate planning practice ranges from basic wills to complex tax planning, charitable giving, business formation and succession. Right: Alan J. Levine's practice includes trust and estate litigation, guardianships and conservatorships. He serves as a part-time judge for Cobb County's magistrate court.
Left: Dawn R. Levine is a partner at Lyle & Levine. Her estate planning practice ranges from basic wills to complex tax planning, charitable giving, business formation and succession. Right: Alan J. Levine's practice includes trust and estate litigation, guardianships and conservatorships. He serves as a part-time judge for Cobb County's magistrate court.

The noise on the roof was thunderous. Did a tree just fall? Had the landlord decided that today of all days was a good time to fix the leak? With a will contest over a sizable estate coming up next week in probate court, Jim didn't need noise. He needed quiet to dig into the would-be executor's deposition and fine-tune some cross examination. His paralegal knocked at the door.

"Jim?"

"Yes, Madelyn? What the heck was all that racket?"

"I don't know. But we have a walk-in estate planning client. The gentleman says he'd like you to review his will. He may need you to redraft it if necessary."

"See if he can come in after Wednesday next week. We have the Murrow hearing starting Monday."

"He can't come next week."

"OK, well, then there's the following week."

"You're leaving town."

"Oh. Right."

"I think you'll want to see this gentleman. He said it would only be half an hour."

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