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. If they could not find you, they should have done one of two things.
If the death was unexpected and there are immediate needs that must be addressed, you’ll need to call a local estate planning attorney about your options after you’ve ensured the child, dependent, or animal is cared for.
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.
Once filed, the will is a matter of public record. Anyone can see it. Interested parties can also usually learn the name of the executor by getting a copy of the death certificate from the county registrar. 3 They can then request a copy of the will if they haven't yet received one or if it's not yet available for viewing in the court system.
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 .
When Wills Are "Sealed". The beneficiaries of a will or the executor can ask the probate judge to "seal" a will and probate records in certain circumstances. This prevents the public from reading the will and all other related court documents.
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 .
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.
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 
A last will and testament is a legal document that establishes how someone—referred to as the testator—wants their estate distributed when they die. A will identifies beneficiaries, and it states what each of them should receive of the deceased's property. It determines when and how each beneficiary receives their gifts, ...
Most individuals will learn that they're named in the will because they'll receive a copy of it.
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.
Heirs at law are individuals who are so closely related to the decedent that they would have inherited from her if she had not left a will. All states have prescribed lists detailing who these people are.
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.
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.
Contrary to scenes you might have seen enacted on television or in the movies, there's really no such thing as a "reading of a will.". There's no legal requirement that a last will and testament must be read aloud to anyone.
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 ...
The only people allowed to read someone’s will before they die are the people who the testator allows to read it. Usually, a testator allows an attorney to read the will. In fact, it's usually the attorney who drafts the will for the testator. It's not unusual for someone to share a will with the person named as executor because ...
There are several people who are entitled to a copy of the will. Any beneficiary named in the will. Anyone else named in the will who is not a beneficiary. Any living heirs of the decedent who would inherit through intestacy had there not been a will or if the will is determined to be invalid.
An executor will provide a copy of the will to the beneficiaries named in the will.
The executor may read the will as soon as the decedent dies. However, there is no official or ceremonial “reading of the will.”. When a will is filed in probate, it becomes a permanent court record.
However, as stated above, the executor is obligated to notify all beneficiaries named in the will, as well as the living heirs of the decedent and the decedent’s creditors. The executor notifies these interested parties that the decedent has died and that they may have an interest in the decedent’s estate.
One of the reasons to have a will is to indicate your intentions for the disposition of your property after you die, with the hope of preventing any family bickering or disputes over your estate.
Are beneficiaries entitled to any information before the death? Beneficiaries are not entitled to any information in the will before the testator dies. Before the testator dies, the will is the testator’s private property. Also, before death, a testator can always change beneficiaries.
Call Arizona Estate Attorney Dave Weed at (480)426-8359 to discuss your case today.
If you fail to open a probate estate, you could be liable for taxes and other claims. Even if you do not think a probate estate is necessary, it is important to discuss your options with an experienced estate attorney.
If the assets in the estate are less than the debts and tax obligations, those debts do not become the responsibility of the loved ones left behind. Unfortunately, many people do not understand this, and they end up paying off debts for which they have no financial or legal responsibility.
The days and weeks following the death of a loved one can seem like a blur. The grieving process is difficult enough, but there will also be a funeral to plan, relatives to notify and financial issues to handle . Meeting with an estate attorney as soon as possible can ease your burden and make a difficult time easier to bear.
The best way to protect the assets is to open the estate right away.
If you are unsure about the tax situation, you should contact the person who handled returns for the deceased. They should have copies of past tax returns, and they should be up to speed on any outstanding audits, tax debts or other issues. The days and weeks following the death of a loved one can seem like a blur.
There is a great deal of confusion about how debts are handled when an individual dies. Some people think that these debts simply disappear when the debtor dies, but that is not always the case. While some debts are forgiven on death, others follow the deceased and become part of the estate. The good news is that the family members ...
The family should check with the decedent’s attorney or accountant to see if they have the original or a copy. The family should also check with the bank where the decedent maintained an account to see if one may be located in a safe deposit box.
Holding the assets of the decedent in an effort to prevent creditors from reclaiming their debt is a risky proposition. Creditors have the right, after enough time passes, to petition the court to open the probate estate themselves.
Many people believe they don’t need to open an estate because their loved one did not have a lot of money. The mistake with this belief is that the debts and taxes of the decedent often go unpaid while assets are distributed. The family is then surprised when a creditor or the IRS shows up looking to recover their claim.
If there are insufficient assets in the estate to satisfy all the debts or tax obligations of the decedent, those debts and obligations do not become the responsibility of family and friends. Many will assume responsibility, believing it is the right thing to do, but they are not legally required to do so.
Assets need to be protected. Following the death of a loved one, there is often a period of chaos. This, coupled with grieving, presents a unique opportunity for those bent on personal benefit. It is important for the family, even before the opening of an estate, to protect all assets that belonged to the decedent.
10 Things to Know After the Death of a Loved One. A power of attorney is no longer valid. Many people believe that, as the power of attorney , they continue to have the power to administer an estate following the death of a loved one. This simply is not the case. A power of attorney is no longer valid after death.
If you have questions about the management of your loved one’s estate or the probate process, call us anytime at (888) 694-1761 to get answers.
If you are left out of a will and believe that you should contest it, prepare to face an uphill battle to get a portion of the estate. Be certain that contesting the will makes financial sense, and that the potential gain will far outweigh the legal costs. Be sure that contesting the will makes emotional sense as the process is a long, ...
If you have been left out of several revisions of the will, your chances will be slimmer because multiple wills must be invalidated.
Before you put a retainer on a lawyer, engage in some sober second thought. If you are not family and were never named in a previous will, you have no standing to contest the will. If the testator (the deceased) discussed an inheritance with you previously, write down as much as you can remember. Using this, estimate the dollar value (whether money or possessions). If it was never discussed but was implied, you will need to give a high and a low estimate on what you could have reasonably received based on your knowledge of the testator's estate.
To contest the will, you need a valid reason. These are fairly straightforward. You need to reasonably prove the testator lacked the mental capacity to understand what was going on when the current will was signed, was pressured into changing it or that the will failed to meet state regulations and is thus not legal.
If you don't have grounds, there is still the possibility you can make a claim on the estate. An example would be if you did unpaid work for the testator that you can claim costs for. Again, you would have to consider the value of the claim against the costs of making it.
Andrew Beattie was part of the original editorial team at Investopedia and has spent twenty years writing on a diverse range of financial topics including business, investing, personal finance, and trading. Being left out of a will is not a situation most people want to be in.
Rather than fighting it out in an all-out court battle that will deplete you and the estate in legal costs, your lawyer may be able to guide the estate to mediation. Mediation may be able to get you closer to a resolution than a prolonged court battle.
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.
If the decedent left an estate plan, that plan should directly address such issues. But if it doesn’t, or if there is no plan, you’ll have to act. If the death was unexpected and there are immediate needs that must be addressed, you’ll need to call a local estate planning attorney about your options after you’ve ensured the child, dependent, or animal is cared for. In these situations, you may have to ask a court to issue emergency orders to ensure the protection of the minors or dependents.
The legal process of winding up the affairs of the deceased is generally known as settling an estate, or estate settlement. As with all legal topics, and especially with estate law, there can be significant differences from state to state.
This process begins when you file a document (usually called a petition or application) with the probate court in the county in which the decedent lived. The document will ask the court to open a new probate case and name an estate administrator to manage it. When you file the petition, you usually ask the court to name you as executor, but you can also ask the court to name someone else.
Unsupervised formal probate requires executors to get court approval for specific actions, such as using estate funds to pay creditors or distributing assets to beneficiaries. Supervised Formal. Formal probate is the most rule-intensive probate process, and has the most court involvement and supervision.
One of the most important parts of the estate settlement process is conducting an inventory or assessment of exactly what the decedent left behind. Whether it’s real estate, investments accounts, cash, valuable personal items, or anything else, the estate inventory must include everything. This inventory, and the determination of the estate’s final value, becomes the basis for most of the remaining process. You’ll use it to determine how much the estate is worth, whether the estate owes taxes, whether there are enough assets to pay creditors, and how much you’ll have to distribute as inheritances.
After you’ve transferred the body to a mortuary or similar facility, you’ll also have to begin preparing for a funeral, cremation, or burial ceremony. You can usually wait a couple of days or more before you begin making these plans, and can use that time to determine if the decedent left behind any instructions. Follow the decedent’s wishes, if you know them, or the instructions left behind in the estate planning documents. If you don’t have guidance, you’ll have to make the plans on your own, or coordinate with other family members and loved ones.
Once everything is disposed of, or ready to be disposed of, the administrator will have to file a report with the probate court for approval. The report will detail the inventory, list the creditors, and show how all the assets will be disposed of. Once approved, the administrator will transfer the assets and the estate will be closed.