when you make a will does the lawyer give you the original will or a copy of it

by Dulce Orn 9 min read

If the deceased person hired a lawyer to draft the will, the lawyer may have the original signed document or a copy of it. If you think that's the case, call the lawyer to notify him or her of the death. The lawyer will then be required to file the will with the probate

Probate

Probate is the legal process whereby a will is "proved" in a court and accepted as a valid public document that is the true last testament of the deceased. The granting of probate is the first step in the legal process of administering the estate of a deceased person, resolving all claims and distributing the deceased person's property under a will.

court, and you can get a copy.

Full Answer

Do lawyers need to have a copy of a will?

Some law firms ask their clients to be allowed to keep the original for safe-keeping and give the client a copy of their will with a stamp that says that the original is kept at the law firm. This is not our practice. The reason some law firms do this is in the hopes that when the person who wrote the will dies, the heirs will have to go the law firm and the law firm will hope to be hired to do …

Is a copy of a will valid in court?

 · If you decide you want a different probate lawyer you can hire a new one and give him or her the problem of what the former lawyer did with the will. Courts will accept a will copy if the original has been lost, accidentally destroyed, or is unobtainable, for example, the lawyer who has it went out of business or is totally unresponsive to requests for the will.

What to do if you think a lawyer drafted a will?

Where do lawyers keep original Wills?

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Who Should Lead The Search?

The executor of the will—the person the will names to take charge of the person’s affairs when the time comes—is the person who should take custody...

Filing The Will: It’S The Law

Whether or not a probate court proceeding is planned, the person who has possession of the original will must file it with the probate court after...

What If You Can’T Find A Will?

Lots of Americans—more than half, by some estimates—don’t leave a will. So if you can’t find one, the reason may simply be that the deceased person...

Can a lawyer draft a will?

If the deceased person hired a lawyer to draft the will, the lawyer may have the original signed document or a copy of it. If you think that's the case, call the lawyer to notify him or her of the death. The lawyer will then be required to file the will with the probate court, and you can get a copy.

What is a handwritten will called?

These handwritten wills are called "holographic" wills and are valid in about half the states. For your state's rule, see " Holographic Wills .". While you're looking, also pay attention to: Codicils. A codicil is a document that changes or adds to the terms of a will.

What happens after a loved one dies?

After a loved one dies, the person who will be wrapping up the estate needs to look for the deceased person's will, and keep it safe once it's found.

Who is the executor of a will?

The executor of the will—the person the will names to take charge of the person's affairs when the time comes—is the person who should take custody of the will. But there's a Catch-22 if you don't know who the executor is until you find the will and read it. Generally, the people who were the closest to the deceased person look for ...

What is a codicil in a will?

A codicil is a document that changes or adds to the terms of a will. Most people who want to make significant changes to their wills just revoke the old will and make a new one, instead of adding a codicil, but you might find a codicil. Lists of personal property.

What is a personal property memorandum?

This kind of list—the legal term in most states is a "personal property memorandum"—is easier to make than a will, because it doesn't have to be signed in front of witnesses. It can be used to tangible personal property items, which means items like books, cars, or furniture, or heirlooms.

Who is entitled to a copy of a 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 a copy of a will. The same applies to anyone who is listed in the will as a beneficiary. Trustees, appointed lawyers, probate judges, or court officials involved in its filing are also entitled to a copy of the will.

How to get access to a will?

How to Obtain Access to a Will. Typically, the easiest way to obtain access to the will is to approach one of the individuals who either has a copy or has access to one as they are obligated to give you access if you’re legally entitled to it. Your best bet is to approach one of the professionals involved in the estate rather than, say, ...

Can you see a will after probate?

You may also make a formal request to the probate court that you should be allowed to view the will. Once the will has gone through probate, the information within it becomes public record, and is available to anyone who chooses to search for it, but up until that time access to the information is controlled.

Who is Jeffrey Johnson?

Jeffrey Johnson is a legal writer with a focus on personal injury. He has worked on personal injury and sovereign immunity litigation in addition to experience in family, estate, and criminal law. He earned a J.D. from the University of Baltimore and has worked in legal offices and non-profits in Maryland, Texas, and North Carolina. He has also earned an MFA in screenwriting from Chapman Univer...

Can a will be filed before the testator dies?

There are circumstances where a will can be filed before the testator (the person who wrote the will) dies. This is very rare and is certainly not required. Once the testator dies, it is a different story. You can be criminally charged in Illinois if the... 0 found this answer helpful.

Where do you file a will when you die?

When you die, the executor will file the Will at the courthouse of the county where you last resided.

Is a will public record?

Just to clarify if it is not entirely clear from the other attorneys: 1. A will is not public during the life of the testator (person making the will) as it can be changed and it has no legal effect until death. 2. Once a will is probated (following the death of the testator) it may become public record and in most jurisdictions the NAMED BENEFICIARIES AND HEIRS AT LAW are entitled to notice and a copy of the...

Is a will a public document?

A will is not a public document. A lawyer that drafts a will does not routinely or even usually "file it at the courthouse" as you say. A usual best practice is for the lawyer is to provde the original will to the testator with instructions to keep it in a secure... 0 found this answer helpful.

Advantages of Keeping Your Estate Plan at Your Lawyer's Office

The principal advantage of keeping your will at your lawyer's office is so that it will not get lost or destroyed and will be safe. Many, though not all, attorneys, provide this service to their clients as an accommodation. Attorneys who are willing to store clients' original wills typically have excellent document storage systems.

Disadvantages of Keeping Your Will at Your Lawyer's Office

The practice of attorneys "safekeeping" clients' wills at their office originated in a time when most people did not have a secure place in their home for the storage of valuable or important papers.

Ohio Offers a Third Option for Storage of Wills and Trusts

Ohio Revised Code section 2107.07 says that a testator (maker of a will) can deposit his or her will in the office of the judge of the probate court in the county in which he or she resides.

What to do with the original documents

First, let’s just say a word about what you should do with the original documents. We’ve written about this before, and at greater length. Actually, we wrote about what NOT to do with the documents. We were responding to a friend and colleague’s post on the subject, which we still think was quite good.

But who should get copies of your will and trust?

Meanwhile, should you make a copy of your estate planning documents and give them to all your kids? How about the people you named as agent, personal representative, or successor trustee?

Sharing copies of your powers of attorney

Even if you are uncomfortable sharing your will and/or trust with your family, we think you should hand out copies of your powers of attorney. Why? Because those documents identify the person who will have to act, possibly on very short notice, if you are injured or sick.

Some other thoughts about sharing copies of your will and trust

There’s another reason to share information. Suppose that one of your children would rather have any inheritance go to their children. Should it be outright, or in trust? How would their surviving spouse be treated? They don’t get to dictate what you do, of course, but they might have legitimate preferences that you would like to honor.

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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. Legal or financial advisers and professionals involved with the estate such as trustees, appointed lawyers, and probate judges or any cou...
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Other Interested Parties

  • Other people who may view or obtain copies of a will include: 1. Anyone named in the will, even if not as a beneficiary; 2. Anyone previously named as a beneficiary in an earlier version of the will; 3. Anyone that would have been entitled to receive an inheritance by law had the deceased not left a will; 4. Anyone with a child who is named in the will (and is a minor); 5. Anyone with a child wh…
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How to Obtain Access to A Will

  • Typically, the easiest way to obtain access to the will is to approach one of the individuals who either has a copy or has access to one as they are obligated to give you access if you’re legally entitled to it. Your best bet is to approach one of the professionals involved in the estate rather than, say, a family member. Talking to an attorney or adviser who has the will, and who is verse…
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