has a will but we don't know who the lawyer is

by Austin Reilly I 8 min read

If you don't know the lawyer's name, go through checkbooks for the last few years and look for payments to an individual lawyer or firm. If you know the lawyer's name but don't have an address or phone number, call the state bar association or check its website.

How to find out if a lawyer drafted a will?

Call your state’s bar association to find out if it still has contact information for him. Check the phone directory for personal listings of people with the same name. Attorneys don’t often list their home phone numbers, even after they’ve retired, but if you can reach a relative and explain your situation, she might be willing to have the lawyer call you. You can also contact other local attorneys, especially those who practice estate law. Lawyers are often a tight-knit group and some of them may have stayed in touch with him. You can also search for information online and in the newspaper. The attorney may have made a major contribution to a charity recently or won a golf tournament. If you can find mention of him, the website or newspaper might have interviewed him. Contact them and ask if they know where you can reach him.

What happens if you don't find a will?

In most states, if you fail to locate a will, the law presumes that it’s because your loved one revoked it before his death by destroying it. The court will probate his estate as though he died intestate -- that is, without a will. However, if you were able to find a copy, you can try to convince the court to honor it.

What to do if you can't find an attorney?

If you can’t find the attorney, you’ll have to figure out where he might have placed the will when he stopped practicing. Some state probate courts accept wills for safekeeping before the testator’s death. If yours does, call the court to see if the attorney transferred possession of the will to the court. If not, the court might have knowledge of ...

How to find out if an attorney has made a major contribution to a charity recently?

You can also search for information online and in the newspaper. The attorney may have made a major contribution to a charity recently or won a golf tournament. If you can find mention of him, the website or newspaper might have interviewed him. Contact them and ask if they know where you can reach him.

Can a lawyer toss a will into the trash?

If your loved one left his last will and testament with his attorney for safekeeping, the attorney can’t toss the will into a trash bin when he decides to retire or close his office. Not only do the laws in most states prohibit this, lawyers have an ethical responsibility to safeguard their clients’ documents.

Who is Beverly Bird?

Beverly Bird is a practicing paralegal who has been writing professionally on legal subjects for over 30 years. She specializes in family law and estate law and has mediated family custody issues.

Can an attorney call you after retirement?

Attorneys don’t often list their home phone numbers, even after they’ve retired, but if you can reach a relative and explain your situation, she might be willing to have the lawyer call you . You can also contact other local attorneys, especially those who practice estate law.

Why is it important to have a last will?

You know having a last will is important—it protects your family and provides for your final wishes. Now that you're finally sitting down to write that will, be on the lookout for these common but easy-to-avoid mistakes.

Who is in charge of implementing a will?

Your state's requirements for a valid will. The first three items are your call. The person you put in charge of implementing your will— called an executor— should be a person you trust. However, state requirements may be strictly applied, especially if there's a challenge to the will. Those requirements vary, but generally, ...

How did Douglas help the service?

Douglas says the service he used helped by bringing up issues he might not have considered on his own.

What is a codicil in a will?

If you've had changes like this in your life that affect your will, you need to know how to write a "codicil," an addition to the will that adds to, revokes, or explains your choices. Writing your own codicil is as easy as writing your will on your own.

Which states allow holographic wills?

However, only California, Maine, Michigan, New Mexico, and Wisconsin offer statutory wills, so many Americans won't have this option. If you don't, you may still live in one of the 26 states that permit holographic wills. "Holographic" here means "handwritten," Sandoval says handwriting it is advantageous because the legal standard ...

How many witnesses do you need to sign a will?

Those requirements vary, but generally, your will must be in writing; you must be at least 18 and mentally competent; and you must sign it in front of two to three (de pending on the state) adult witnesses who do not stand to inherit anything. Those witnesses must also sign.

Who is Brian Douglas?

That was true for Brian Douglas, an illustrator and designer in Toronto, who drafted a will with the help of an online will-preparation company.

What happens if you don't have a will?

If you don't have a will or living trust, your state's laws determine who gets your property—and it might not be whom you want.

What happens if you die without a will?

If you die without a will and live in a community property state, like California, your state's intestate succession rules may be significantly different than those in most other states. In a community property state, you and your spouse are each considered to own half of all property acquired during marriage.

Can the state get your property?

The State Could Get Your Property (But Probably Won’t) When a probate court follows the state’s laws for intestacy, but can find no living relative to inherit a deceased person’s property, the property goes into the state’s coffers. But this rarely happens—even if you don’t have living parents, children, siblings, aunts, uncles, nieces, or nephews, ...

Who gets the property of a deceased person?

Generally, intestate laws give property to the deceased person’s closest relatives— a spouse, children, parents, siblings, etc. If you want to know how what would happen to your property if you die without a will, look up your state’s law.

Do you have to have a backup will if you have a living trust?

Even if you do transfer most of your property though a living trust or other estate planning tools, you should still have a backup will. It's not uncommon to acquire property after you've made a living trust and forget or never get around to transferring the property to your trust. Any property you own at your death that is not in your living trust will be passed via your state's intestacy laws unless you have a backup will.

Can you have a will if you die without a will?

Not having a will when you die might not be a big deal if you made a plan to distribute your property with other estate planning tools, like a living trust. However, if you die without a plan for your property, your state will distribute your property according to its laws of “intestate succession.”. And you may want to make a will ...

Do you have to write a will to make a plan for your property?

You don’t have to write a will to make a plan for your property. In fact, a will should just be one tool in your estate planning tool box. You can also use a living trust, beneficiary designations, pay on death accounts, joint ownership, and transfer on death deeds (in some states). And with all of these tools, you also don’t have to go through probate.

Kelly Scott Davis

You may have mistaken his comment to mean he "had all his affairs in order" when he actually meant that he was mentally and spiritually ready for what was to come. However, your probate attorney will advertise in the local Bar associations to try to a) locate his estate planning attorney, or b) see if anyone can recall where the will might be.

Carol Anne Johnson

I agree with Mr. Zelinger Unfortunately there is no registery or other way to track the Will down. You have to scour all the place where he stored or kept documents and hope to find something. Look at his banking records and checks if he kept them and see if you can see any...

Charles Adam Shultz

Hard to say where his will is. This is an issue for many people.

What happens if there is no will?

If it is not, your state's laws will apply as if there were no will. Under these state intestacy laws, the distribution rules are often quite different from what your will contains and can result in the wrong people inheriting from you or receiving the wrong proportions.

How old do you have to be to make a will?

You must be at least 18 years old to make a will. This is referred to as the legal capacity to make a will. Your will must distribute your property. The will has to contain the things a will would normally contain, such as leaving your property to certain beneficiaries.

What goes to the survivor in a will?

Joint checking and bank accounts. These go to the survivor, even if the will says something else.

Who gets your life insurance proceeds?

Who receives your life insurance proceeds. If you've designated a beneficiary, the beneficiary gets the life insurance no matter what you may state in your will. If you have a change of heart, you should change the beneficiary with your life insurer.

Does a will control everything?

A legal will cannot—and thus does not—control everything. When it comes to estate planning, there are several types of documents that already name your designated beneficiaries. Thus, your will does not control:

Do you need to update your will after a divorce?

After marriage, a new baby, a divorce, or any other major life change, make sure you change your will. You won't want your ex-spouse to be your beneficiary, so an update is necessary. You also want your will to accurately reflect how the marriage or divorce affects your wishes for your children.

Can you remove staples from a will?

Your will cannot have staples removed. If you stapled the pages of your will together, you cannot remove the staples because it will appear that someone altered your will. Removing staples may make your will void.

Can a will be probated?

Your wills are still valid, but they won't do your children much good unless they can find the originals. A photocopy of a will can be probated, but someone could contest the will by claiming that the original was revoked instead of just being lost.

Do attorneys keep wills?

A lot of attorneys offer to keep the original wills they prepare for their clients, at no charge. They do this so they can probate the estates of their clients. When a client dies, their children read the copy of the will and call the attorney whose name is stamped in big bold letters on the first page.

Can you lose a will in your attorney's safe?

If your wills are in your attorney’s safe, you do not have to worry about losing them. You may even be concerned that certain family members may go so far as to destroy your will to get a larger inheritance. If the will is in your attorney’s safe, that will not happen. In your case, this backfired.

Can a will be revocable after a husband dies?

You may be better off avoiding a wild goose chase and hiring another, younger, attorney to revise your estate plan. Wills do not avoid probate. After either you or your husband dies, the survivor between the two of you can collect the decedent’s estate outside of probate, if you own everything together as joint tenants or as community property with right of survivorship, but when the survivor dies, the estate will have to be probated in the courts. You can avoid probate, and probate fees, by getting a revocable trust. Since you need new wills anyway, you should see a new attorney who can advise you on all of your options.

Why do estate attorneys gather copies of wills?

Some estate attorneys will gather everyone to receive a copy of the will if they believe there might be some confusion or conflict over its terms.

Who can receive a copy of a will?

The estate attorney will determine who's entitled to receive a copy of the will and send it to these individuals, assuming the estate has an attorney. Otherwise, the named executor will most likely do so. The most obvious people to receive copies are the beneficiaries and any guardians for minor children .

What is a heir at law?

Heirs-at-law are so closely related to the decedent that they would have had a right to inherit if the decedent had not left a will, so they might seek to have the will throw out or declared invalid if they're not named in it. 5 .

Can an executor challenge a will?

The estate attorney or executor might be aware that a disinherited heir-at-law or a beneficiary named in a prior will but omitted in this one might want to challenge the validity of the current will. They might send a copy of the current will to these individuals to limit the timeframe in which they can file a will contest. The clock typically begins ticking when these heirs are made aware of the contents of the will.

Do you have to have a copy of a will if you are the executor?

It typically directs that the executor should move or "pour" these assets into the trust at the time of death. 3 . The executor/trustee and the beneficiaries named in the trust might be required to receive a copy of the will if the executor and the trustee are the same individual. Only the executor and the trustee are required to see ...

How to avoid looking for something that doesn't exist?

One way to avoid looking for and wondering about something that doesn't exist is to simply check with the probate court in the county of the decedent's residence. The will should be on record there if the individual who had it in their possession has had time to submit it to the court for probate.

How many people will have a will in 2020?

A 2020 survey by Caring.com indicates that the number of people who had a will in 2020 was 25% less than those who did in 2017. It's not a foregone conclusion that the deceased left one. They might have formed a different sort of estate plan, or perhaps they never planned their estate at all. 1 

How to get a good lawyer to take your case?

“If you want to improve your chances of securing the best lawyer to take your case, you need to prepare before you meet them,” advises attorney Stephen Babcock. “Get your story, facts, and proof together well before your first meeting.” This not only ensures that you understand your own needs, but it helps a good lawyer to ascertain whether he or she can actually help you. “We want the best clients too. Proving you’re organized and reliable helps us.”

Why is it important to approach a lawyer with honesty?

“ Winning cases can be lost because of a client who lies or exaggerates just as easily as because of a lawyer who tells the client what the client wants to hear instead of what is true.” So when dealing with attorneys, don’t just look for honesty—be honest.

Should a lawyer stay out of court?

In fact, a lawyer should try to stay out of court. “In my experience, a good lawyer always finds every opportunity to keep a case from being decided by a judge, and only relents on trying a case before the bench when all alternatives have been exhausted,” attorney, Jason Cruz says.

Do most cases settle outside the courtroom?

In choosing your attorney and your plan of action in resolving a dispute, it’s important to consider that despite what you see on television, most cases never see the inside of a courtroom. Typically, they’re settled outside the courtroom because of the time and expense involved, according to attorney Darren Heitner, author of How to Play the Game: What Every Sports Attorney Needs to Know.

Is divorce hard?

It’s not as hard as you might think, according to attorney Randall M. Kessler, author of Divorce: Protect Yourself, Your Kids and Your Future. “Shop around and trust your instincts,” he advises. “Does the lawyer listen to you? Do they explain things in a way you can understand? And are they willing to discuss fees and costs? The person you hire will need to be someone you trust and believe in, so be sure you feel very good about them from the start.”

Do you need a lawyer to write a demand letter?

On reading a demand letter, the other person will often say, “this isn’t worth the trouble” and they quickly settle. But here’s a secret from Knight: You don’t need a lawyer to write a demand letter. You can do it yourself. Just make it look as formal as possible, and you may find your dispute goes away—no charge to you.

Can you appeal a disability denial?

If you feel helpless when faced with an insurance denial, please know that you might be able to appeal with the help of a qualified lawyer, says David Himelfarb, attorney. Insurance companies routinely deny long-term disability claims, for example, particularly because it’s assumed that most people don’t have access to reputable attorneys to challenge the denial. “This is where intricate knowledge of the legal and insurance process, as well as the right team of experts to prove the claim, can reverse the odds.”

Who should receive a copy of a will?

The Beneficiaries Named in the Will. All beneficiaries named in a will are entitled to receive a copy of it so they can understand what they'll be receiving from the estate and when they'll be receiving it. 4 If any beneficiary is a minor, his natural or legal guardian should be given a copy of the will on his behalf.

Who can send copies of a will?

If the executor or the estate attorney anticipates that anyone will file a will contest to challenge the validity of the will, he might send copies to any heirs at law of the deceased who aren't named in the will. He might also want to provide copies to any beneficiaries named in a previous will if there is one.

Can a will be read by anyone?

Remember that a will becomes a public record for anyone to see and read when it's filed for probate with the state court. The beneficiaries of the will can request that the probate judge seal the court records to prevent the general public from viewing it under certain circumstances.

Is the successor trustee the same as the executor?

It sometimes happens, however, that successor trustee and the executor are the same person. 7 

Does a pour over will require probate?

A pour-over will also require a probate proceeding, and the successor trustee — the individual named to manage the trust after the owner's death — must receive a copy of the will. It should explain how the executor and the successor trustee should work together to settle the trust and the probate estate. It sometimes happens, however, that ...

What is a pour over will?

The last will and testament might be a " pour-over will ." This type of will often comes into play when the deceased had a revocable living trust that was not completely funded prior to his death — not all his assets had been placed into the trust's ownership. This type of will simply directs that any property left outside the trust should be moved into the trust at his death.

Why do we need copies of wills?

Providing copies of the will to all these people can help to limit the amount of time that any disinherited beneficiaries or heirs have to challenge the will. In many states, it starts the clock ticking toward the deadline by which they must do so. 5

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