how do i know that a lawyer prepared a will

If a lawyer drafted the will, that lawyer might have the original or a copy. If you don't know the lawyer's name, go through checkbooks, account statements, and records for the last few years and look for payments to or communications from an individual lawyer or firm.

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What does an attorney ask when writing a will?

An attorney will also want to know whether or not you have children with special needs, if you plan to pay for your children or grandchildren’s college tuition, etc. Such questions will help lead them in the right direction by better understanding what you need from a will. What Is Your Family Situation?

What should I look for in a will?

In about half the states, a will can refer to an outside document to dispose of items of tangible personal property—that is, anything tangible except real estate. So if you find any document that lists items and who should inherit them, hang on to it. Codicils. Also keep anything labeled "Codicil."

What should I do with a signed will?

Once you get your hands on the original, signed will, keep a close eye on it. Make some photocopies and put the original in a safe place, such as a locked file drawer. Then you'll need to file the original will with the probate court, whether or not you plan to conduct a probate court proceeding.

How do I find a will without a lawyer?

Place a notice in a local legal newspaper or county bar association publication, asking any lawyer who has the will to turn it over to you. You'll probably recognize the will when you find it: a plain-looking document, typed or printed from a computer, labeled "Last Will and Testament" or just "Will of _______."

How do you find out if there is will?

Check With the County Courthouse Contact the probate courts of EACH county in which the decedent lived throughout their adult life to ask if they have the will on file—even if it was filed many years ago. The decedent may have filed it with the court and then moved away.

What makes a will valid in South Africa?

All wills must be in writing. You can sign your will personally or ask someone to sign on your behalf but that must be done in the presence of a Commissioner of Oaths. Signing as a witness disqualifies you from receiving any benefit out of the will, including being appointed as executor. Keep the original will SAFE.

How do I trace a will in South Africa?

Once probate has been granted, members of the public can obtain a copy of any will that has been lodged with the Probate Registry, online through CourtSA (after creating an account and conducting a search).

How do you know if you are named in a will?

Once the executor of the will has applied for Probate (the legal and financial processes involved in dealing with the assets of a person who has died), the will becomes a public document and you can obtain a copy of it to check if you are a beneficiary of the estate.

Is a will without witnesses valid?

Will is an important legal document that must be carefully executed to ensure it is valid. Wills under the Indian Succession Act are required to have a minimum of two witnesses attesting the Will, in addition to the signature of the testator (the person writing the Will).

Who can see a copy of a will?

After an individual has passed away, the executor who is the person or people who have been appointed in the will to administer the estate is the only person entitled to see the will and read its contents.

Can anyone request a copy of a will?

Once the grant of probate is issued, the will becomes a public document. Anyone can then obtain a copy by applying to the Probate Registry and paying the appropriate fee. It is important to note that only the current will that has been provided to the Probate Registry will become public.

Who is entitled to a copy of a will in South Africa?

Who Is Entitled to a Copy of the Will? Anyone who is an immediate family member of the deceased, whether or not he or she is listed in the will, is legally entitled to view a copy. The same applies to anyone who is listed in the will as a beneficiary.

What does a probate lawyer want to know?

In addition to a general understanding of your legal needs, the lawyer may want to know who else is involved with the case and their relationship to you. For example, in some probate matters, a client visits the lawyer to seek help for his or her parents or siblings.

How to start a relationship with an attorney?

After you decide on which attorney to hire, you’ll sign a fee agreement and officially begin your relationship with your lawyer. The first meeting with an attorney usually involves the exchange of a lot of information. You will spend a good deal of time explaining to the attorney the details of your legal issue and answering his or her questions. He or she will spend a good amount of time discussion and laying out a plan. If you think you might get nervous or forget something, you could practice this conversation with a friend, or you could write down what you want to say.

What to talk about at a lawyer consultation?

At the consultation, be prepared to talk about your case. The lawyer may not too many details of your case before you sign a fee agreement, but you should be prepared just in case.

What to do if a lawyer doesn't ask for documentation?

Even if a lawyer doesn't ask for documentation beforehand, it's still a good idea to bring a copy of all relevant documents to the meeting. Spend some time thinking about what you may have on hand. Try to organize the documents in a logical manner before you meet with the lawyer.

How to save money on legal fees?

To save money on legal fees, take the time to select a good lawyer, prepare well for your first meeting, and do everything you can to reduce the time that lawyer will have to spend on your case . Even eliminating one email exchange could save you hundreds of dollars.

How to save money on trust and estates?

Do everything you can to reduce the time that lawyer will have to spend on your case. Even eliminating one email exchange could save you hundreds of dollars. ...

What happens at your first meeting with an attorney?

The first meeting with an attorney usually involves the exchange of a lot of information.

How to find a will that hasn't been probated?

There is no simple way to find a will that hasn't been probated. If you have access to your father's papers, see if you can find anything with a reference to a lawyer or even an accountant. An accountant may know who your father's lawyer is. In any case, your father should have either the original will or a copy so check safe deposit boxes and file cabinets. If you can't find the will, an ad in the New York Law Journal...

How long does it take to file a will after death?

Generally, a Will must be filed in the probate court within 10 days after death - - - but this is often ignored until an estate is opened. It may be that your father had a trust and transferred all of his assets to his trust to avoid probate and to keep the knowledge of his assets private.

Can a father's wife be appointed as executor?

You have been given some good practical advice. Legally, I suggest that you file an administration proceeding to be appointed as administrator. Your father's wife will get notice and if she has a will that benefits her, she will come forward with it and ask to be named as Executor. You can also do a petition to compel the production of a will, but this is more costly and you do not have enough information. You should...

Do I Really Need a Lawyer To Prepare My Will?

This is a very common question from clients, friends and acquaintances. With the availability of will kits and the ability to Google, there is a misconception that preparing a will is simple and that the time and cost to have a lawyer prepare yours is not worth it. Even the simplest of estate plans, however, requires advice from a professional.

You Have Minor Children

If you have minor children, you will need to set up a testamentary trust (a trust that is created by a will) for your children in the event of the death of both parents.

You Have Other Dependents

If you have dependents for whom you are legally obligated to provide support or who may be disabled, you should consult a lawyer to determine what your obligations are to provide for continued support from your estate.

Choosing Estate Trustees and Powers of Attorney

Heather Austin-Skaret has written a helpful blog on things to consider when choosing an Estate Trustee . Choosing individuals to manage your finances and personal care by Power of Attorney or to act as Estate Trustee may not be as simple as you think. Even in the simplest of cases, the administration of an estate can be time consuming and onerous.

Effective Tax Planning

Did you know that not all assets are required to go through probate on death? Do you know which assets can be transferred to a spouse via a tax deferred rollover? A lawyer will provide you with advice to ensure that your estate plan is created in manner that is tax effective.

Avoiding Family Disputes

While you may believe that your family would never fight over your estate, lawyers come across situations regularly in which family members who used to get along are fighting. A lawyer will provide helpful advice on how to hopefully avoid the family fight in the wake of a death.

What to do if someone has a will but is hiding it?

If you have good reason to think that someone has the will but intends to hide it, you can sue to force the person to file the will. A lawyer should be able to help you assess your likelihood of success. Obviously, someone up to no good might promptly "lose" the will if pressured.

What to do if you don't know the name of a lawyer?

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.

What is a codicil in a will?

A codicil is a document that revises or adds to a will. These days, codicils are rare. Most wills are created on computers, so people who want to change something commonly make a whole new will, which takes the place of all earlier ones.

What to do if a bank won't cooperate?

If the bank won't cooperate, you can ask the probate court for an order allowing you access to the box only for the purpose of finding the will. (If you don't know whether or not the deceased person rented a box, call the banks where the person had accounts.) The deceased person's lawyer.

What happens if you don't find a will?

If your best efforts don't uncover a will, it's not a problem. Other documents—for example, living trusts, pay-on-death beneficiary designations, or joint ownership deeds—will give you at least some of the instructions you need, and state law will supply the rest.

Who do you turn over a will to?

In most states, the law requires anyone who has possession of a will to promptly turn it over to the executor named in the will or to the local probate court. The local probate court. It's not common, but some people deposit their wills with the probate court while they're still alive. The legal community.

Do you have to give consent to a lawyer to text you?

You are not required to provide consent as a condition of service. Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary.

Who inherits the good silver is just the beginning

Writing a will isn't the most pleasant of tasks. After all, by doing so you're not only acknowledging your own inevitable demise but actively planning for it. That might explain why so many adults avoid this cornerstone of estate planning. According to an AARP survey, 2 out of 5 Americans over the age of 45 don't have a will.

AARP In Your State

Visit the AARP state page for information about events, news and resources near you.

How to get started with drafting a will?

To get started on drafting your will and other important documents, contact a licensed estate attorney so they can make sure that your estate plan follows state laws and accurately reflects your wishes .

What should an estate planning attorney ask?

Quite simply, a good estate planning attorney should ask you what it is that you want to achieve with your will. Some things they may want to know are how important tax issues are to you, meaning how vital it is to you whether you are to paying high taxes or not. An attorney will also want to know whether or not you have children ...

How old do you have to be to have a minor in charge of your estate?

This is a type of trust that leaves assets to a minor, however they are kept with a trustee until the minor reaches a certain age, which is usually when they turn 18 years old.

How long does it take to get your estate passed to a minor?

The court will get involved in the process of distributing assets to a minor, which may take months to resolve.

Why is it important to make a will?

One very important part of planning a will is considering your family members. The purpose of a will is to make sure that your estate is taken care of according to your wishes once you pass. Most people leave part of or their entire estate to their loved ones. It is essential for your attorney to know if you are married, have kids, ...

What is the role of an executor in a will?

This role can be an executor, which is someone who will have control of a will. It can also be a trustee, which is someone who is responsible for each trust. It can be a guardian or someone who will have power of attorney, which means they can make medical decisions on your behalf if you are incapable of doing so.

Do attorneys want to know if you have children?

An attorney will also want to know whether or not you have children with special needs, if you plan to pay for your children or grandchildren’s college tuition, etc. Such questions will help lead them in the right direction by better understanding what you need from a will.

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.

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.

Can you find the original will of a loved one?

This can be important if you don't find the original. If you can't find the attorney, and if you can’t determine where he put his documents when he stopped practicing, consider what your loved one might have done ...