what personal information does my lawyer need to draw up a will

When making your will, you may have to do some prep work to collect specific information. For example, depending on your circumstances, you may need the full names (and possibly the addresses) of your children, beneficiaries, executors, and guardians.

Full Answer

What information do I need to make a will?

When making your will, you may have to do some prep work to collect specific information. For example, depending on your circumstances, you may need the full names (and possibly the addresses) of your children, beneficiaries, executors, and guardians.

Do you need a lawyer to write a will?

Look for how-to guides in libraries, bookstores and online. But be careful: For anything complex or unusual, like distributing a lot of money or cutting someone out, you'd do best to hire a lawyer. A do-it-yourself will that's poorly drafted can save you money but create a mess for your heirs when you're gone.

Can a lawyer find a copy of a will?

I only found a copy of my husband's will.the lawyer can't find my will either. Ask a lawyer - it's free! From your question, it appears that the will is lost and the attorney can't find the original. There is an exception in North Carolina in certain circumstances where a will has been lost and destroyed.

What should I do after drawing up a will?

Review and update your will. After drawing up your will, you'll also want to work on a power of attorney and a living will in case you're ever incapacitated. You'll also want to update your will, especially after any major life event, such as a marriage, divorce or a birth.

What Are the Steps to Make a Will?

Decide what property to include in your will Decide who will inherit your property Choose an executor to handle your estate Choose a guardian for y...

Do I need a lawyer to make a will?

Most people can safely make a will with good do-it-yourself materials. If you have complex business holdings, complicated debt, or serious family c...

Can you disinherit someone in your will?

With few important exceptions, you can leave your property to whomever you want. And you can use your will to explicitly disinherit specific people...

Can someone challenge my will after I die?

Very few wills are ever challenged in court. When they are, it's usually by a close relative who feels somehow cheated out of a share of the deceas...

What information will you need when making a will?

When making your will, you may have to do some prep work to collect specific information. For example, depending on your circumstances, you may nee...

Does your will need to be notarized?

No, to make your will valid, you do not need to have it notarized. You do need to have two witnesses sign it, however. In many states, there is als...

What happens if I die without a will?

If you don't make a will or use some other legal method to transfer your property when you die, state law will determine what happens to your prope...

How can I update my will?

As long as you are alive, you can update your will. If your changes are relatively simple and can be clearly stated, you can use a codicil. A codic...

Can I revoke my will?

You can revoke your will at any time. The best way to revoke your will is to make a new one that revokes your former wills.

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.

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.

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.

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. ...

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 happens at your first meeting with an attorney?

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

What information do you need to make a will?

When making your will, you may have to do some prep work to collect specific information. For example, depending on your circumstances, you may need the full names (and possibly the addresses) of your children, beneficiaries, executors, and guardians.

How to make a will?

Steps to Make a Will: Decide what property to include in your will. Decide who will inherit your property. Choose an executor to handle your estate. Choose a guardian for your children. Choose someone to manage children's property. Make your will. Sign your will in front of witnesses. Store your will safely.

What happens to your will after you die?

After you die, your will (if you have one) guides many important decisions—including who gets your property, who your executor is, who takes care of your minor children, and how your estate pays debts and taxes.

What states have statutory wills?

A few states provide a standard will form that you can fill out if you are a resident of that state. These states are California, Maine, Michigan, New Mexico, and Wisconsin. On the upside, statutory wills are simple, easy to fill out, and familiar to the probate court.

What happens to property when you die?

If you don't make a will or use some other legal method to transfer your property when you die, state law will determine what happens to your property. Generally, it will go to your spouse and children or, if you have neither, to your other closest relatives.

How to make a will for a married couple?

Decide what property to include in your will. To get started, list your significant assets. Then decide which items should (or must) be left by other methods, outside your will. Keep in mind that if you're married, each spouse makes a separate will.

How to give authority over a child's inheritance?

To give that person authority over the child's inheritance, you can make him or her a property guardian, a property custodian under a law called the UTMA, or a trustee. 6. Make your will. When it comes to how to make a will, you have several choices. You can:

Wills Do Not Need an Attorney

Yes, a will is valid if you do not have it drawn up by an attorney. There are do-it-yourself options you can use to create your legal documents.

Using a Notary for Will Signing

You also do not necessarily need a notary for your will. Many states allow a person to sign their will before two witnesses instead of having it notarized.

What You Need for a Will to Be Legal

A will needs to be signed and dated. In most states, you also need two witnesses to watch you sign your will.

Get These Documents Together for Your Last Will and Testament

A general will shows how you want your property and possessions handled. You may need to find and record:

Living Wills for Medical Care

A living will tells doctors the kind of medical care you want after an accident or illness leaves you unconscious or unable to explain your choices.

When to Use a Lawyer For a Will

Anyone with complex estates or assets may want to use a lawyer for reliable legal advice and polished estate planning documents. The time it takes to read and understand all laws, prepare documents, and pay for any mistakes is more than the average person wants to spend. There is also a large amount of risk involved.

Is a DIY Will Right For You?

The choice is up to each individual. Online wills can save money for simple will creation. You can create a valid will without a lawyer's help if you are of sound mind and do your research.

What Does A Probate Attorney Do?

A probate attorney is basically an advisor to the beneficiaries of an estate or personal representative on how to handle any final matters of someone who is deceased.

What Are The Benefits Of Hiring An Estate Planning Attorney?

If you want to make sure all of your affairs will be handled with extra care, expertise and attention, you most definitely want to consider hiring an attorney. The benefits and security that come from taking this route produce a vast amount of benefits for you and your family.

How Do I Know I Need An Estate Planning Attorney?

Knowing when and for what reasons to hire an estate planning attorney can be challenging if you have never been informed of the appropriate circumstances in which to do so. Throughout your life, there are many things that can prompt the need to hire an estate planning attorney. Some of these things include:

How Much Does It Cost To Hire A Probate Attorney?

The important thing to understand when it comes to hiring a probate lawyer and how much it will cost you is that there are two separate areas of cost.

How Do I Find The Right Probate Lawyer?

When looking to hire a probate lawyer, it can be tempting to say yes to the first lawyer and jump right in to start going through the nitty-gritty of all the details immediately. While this may be time-efficient, it may be damaging to the long term results of your case.

What Happens If I Die Without A Will?

If you or someone you know unfortunately passes without having a will written, it means that you or this individual has died “intestate”. Laws that apply to this situation within your state will decide what to do with your property and assets and where they are distributed when someone is deceased.

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 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 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, ...

What happens if you don't have a holographic will?

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 for validating a handwritten will is a little more relaxed, at least in California. This may help if you miss a detail.

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.

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.

Is it legal to write a will?

It's legal to write your own will, and given how much it costs to draft a will with a lawyer, a do-it-yourself approach might be a cost-saving choice. But you need to draft a will that's legal in your state and ensure it can stand up to scrutiny. Here's how to get started.

Cheryl K. David

From your question, it appears that the will is lost and the attorney can't find the original. There is an exception in North Carolina in certain circumstances where a will has been lost and destroyed. It is called an Application for Probate of Lost or Destroyed Will.

Pamela A Wilson

Was the copy executed and witnessed or a photocopy of the executed and witnessed will? If so you may be ok.