Allison L. Lee, Esq.
Allison L. Lee is the Attorney-at-Law, Director Trusts & Estate Content for FreeWill, aa mission-based public benefit corporation that partners with nonprofits to provide a simple, intuitive and efficient online self-help platform to create wills and other estate planning documents free of cost. Through its work democratizing access to these tools, FreeWill has helped raise billions for charity.
Allison also oversees FreeWill’s Fellows Program, a network of trusts & estates practitioners from across the country who are passionate about improving access to law and increasing the role of charitable giving in estate planning. Prior to joining FreeWill, Allison spent more than a decade in private practice (most recently at a New York law firm), was rated by Super Lawyers (Rising Stars) in the area of estate planning and probate, and is a member of the New York, New Jersey, Florida, Maryland and Washington, D.C. bars.
Email: Allison@freewill.com | Website: www.freewill.com/ | LinkedIn: www.linkedin.com/in/allisonlaurenlee/
Latest articles by Allison L. Lee, Esq.
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Five Ways to Embrace Inclusion in Your Estate Planning
You can create positive change by applying inclusion, diversity, equity and accessibility (IDEA) principles when you plan your estate.
By Allison L. Lee, Esq. Published
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Four Tips for Discussing Your Estate Plans at the Holidays
Family gatherings are the perfect time to talk with family members about representing you in your estate plan and to let them know what the expectations would be.
By Allison L. Lee, Esq. Published
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Estate Planning for When ‘Baby Oops’ Comes Along
Here are four estate planning tasks to keep in mind to ensure Baby Oops gets what they need if you become incapacitated or pass away.
By Allison L. Lee, Esq. Published
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I Love You, But Your ‘I Love You Will’ Needs to Go
An ‘I Love You Will’ works great as long as everything goes as planned, but there are three reasons that kind of will may not love you back.
By Allison L. Lee, Esq. Published
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I Wish I May, I Wish I Might: Estate Planning’s Gentle Nudge
Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives.
By Allison L. Lee, Esq. Published
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Estate Planning? 3 Ways to Know If Your Financial Adviser ‘Gets It’
If they understand the value and mechanics of estate planning, they can offer you peace of mind and the support your loved ones will need when you’re gone.
By Allison L. Lee, Esq. Published
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5 Mistakes to Avoid When Writing a Financial Power of Attorney
Financial power of attorney is a powerful tool in your estate planning tool belt, but by failing to name a backup and granting overbroad gifting powers, you could stumble into some serious consequences.
By Allison L. Lee, Esq. Published
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Is It OK to Rule From the Grave?
Imposing reasonable conditions on your loved ones during estate planning is smart, but overly burdensome ones can have disastrous results.
By Allison L. Lee, Esq. Published
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Pot Trusts: Why They’re the Fairest (Trust Structure) of Them All
estate planning When it comes to estate planning, being fair and being equal are not necessarily the same thing. A pot trust can help bridge the gap between the two objectives.
By Allison L. Lee, Esq. Published
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How Amy Schumer’s Openness on Trichotillomania Made Me Inject Purpose into My Estate Plan
estate planning If a charity holds a special place in your heart, here are three practical ways you can support it through your estate plan.
By Allison L. Lee, Esq. Published
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Estate Planning Lessons from My Mother’s Cancer Diagnosis
estate planning As an estate planning attorney, I know that advance medical directives are critical – but my experience with my mother deepened my conviction to help others.
By Allison L. Lee, Esq. Published
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What Happens to Your Crypto Assets When You Die?
cryptocurrency Bitcoin, NFTs, Dogecoin – all forms of cryptocurrencies have gained buzz with investors. But unless you have a specific plan for them in your will, your crypto assets could disappear forever when you die.
By Allison L. Lee, Esq. Published
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QCDs: A Great Way to Give Yourself (and the Charities You Love) a Gift This Year
Charity Why you should consider using your annual IRA distribution to make a qualified charitable distribution.
By Allison L. Lee, Esq. Published
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