After your attorney retired or died, his staff should have mailed the original wills to you and your husband. Of course, they may have tried that. If you moved without telling your attorney, then his staff had no way to return your original wills.
In some cases, the wills are transferred in bulk to another law firm when a lawyer retires, and similar notices are made.
There are good reasons to let your attorney keep your original wills. 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.
You probably won’t be able to do this without an attorney’s assistance, but if you haven’t found the will by this point, you’ll most likely need a lawyer anyway. 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.
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.
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.
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.
While a copy of a will is probatable in most circumstances, the legal fees of a cost of a proceeding to admit a copy to probate far outweighs the cost of having a new will prepared. I agree with the prior posts, have the will redone and stored in the attorney's fire proof vault.
That will not be good enough when you die. You need the original Will for probate purposes. As the previous poster indicated, hire a new attorney, prepare a new Will revoking all prior Wills and have that attorney hold the original in a safe. Alternatively, you could keep the original in a safety deposit bank or a safe of your own.
You really don't want to leave your heirs in the position of having to worry about whether a Surrogate's Court will admit a copy of the Will to probate. Your prior attorney may have filed the original will with the Surrogate's Court in White Plains (assuming that you reside in Westchester County). Check with the Court and see...
You should go to a new attorney and get a will executed right away. You can have your new attorney keep the new will in a will vault or you can have the document filed with the Surrogate's Court.
Copies of wills are always a problem. If you can't locate the original, then take your copy to a new lawyer and have them do another one with the same provisions. It probably needs to be updated anyway.
Whether your estate planning attorney dies, retires, or moves to another state, you will likely be facing the same issues and asking the same questions.
The experienced Minnesota estate planning attorneys at Guttman Law can help you sort through the fallout of your previous attorney leaving. We understand the difficulties of losing your attorney and can review your estate plan to ensure everything is in place.
While the retirement or passing of your estate planning attorney may be a disappointment, it doesn’t have to be a source of stress. The attorneys at Guttman Law recommend taking a few simple steps to prevent a potential retirement or death resulting in conflict or confusion down the road:
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.
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 ...
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.
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.
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.
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.
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 ...
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.
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.
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.
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.
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.
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.
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