As has been pointed out, depending on the nature of issue at hand, the SSN may be necessary for the attorney to gather the necessary background to actually help you. Without knowing the general nature of your legal concern and reason for the consultation, it is not possible to be definite. For some areas of law, the number can be essential.
Jun 15, 2013 · As has been pointed out, depending on the nature of issue at hand, the SSN may be necessary for the attorney to gather the necessary background to actually help you. If all you are looking for is answers to some questions, contact legal aid, don't bother attorney that earn a living helping people and waste those attorneys time.
Answered 2 years ago · Author has 2.3K answers and 2.4M answer views. The attorneys on the other side will want that information, and they’ll be able to compel the production of the number in court. The SSN helps identify you and aids in things like background checks.
Jul 15, 2013 · If you ultimately retain the attorney, they may need your social securtiy number in the future. *** LEGAL DISCLAIMER I am licensed to practice law in the Commonwealth of Massachusetts and have an office in Reading. My practice is focused in the areas of elder law, estate planning and probate administration.
Mar 13, 2013 · There is no need for it unless there is some claim of identity theft or something. There should be some compelling reason for the other side to need a social security number and they should have to prove that reason to a court. Too much information is available once a social security number is given out.
Many lawyers have a standard in-take form. If you are not ready to select the lawyer and would prefer to hold on to that information, then don't complete that question. If you ultimately retain the attorney, they may need your social securtiy number in the future...
At first blush It would appear to be a sure way to avoid being scammed. Your SS # clearly identifies you so the lawyer knows you are who you say you are. You won't believe how often people use alias information on an intial consult to scam the law office later. It happened multiple times today
You don't have to give your SS#, but more than likely, if you don't, the other side will ask the Court to order you to and if you don't comply with the judge's order, the judge is likely to kick your case out of court. The other side is allowed to discover anything that could likely be admissible in the case. Presuming you have an injury case, almost all your medical records will be indexed by SS# and they will need the number to get those records. Your income records will be indexed that way too. The other side is entitled to get those records if you are claiming injuries and lost income. Good luck.
No, it is not illegal. A person can ask for anything, but whether the attorney can force you to produce the information is a different question. Since you want to know if an attorney can ask, the answer is yes he or she can ask. It is legal also for the lawyer to have you ask questions over the phone as well.
First, please let me express my condolences in the loss of your aunt. Attorney Robinson has provided you a great wealth of important and useful information. I would add only that you might want to contact the Probate Office in the County in Illinois where your aunt died and request copies of any Will and all Accountings filed in the Estate.
It is not uncommon for a beneficiary form, such as for an IRA, to require (or at least request) a SS for a beneficiary. Also, while you don't need the SS of a person you name in your will, when the person dies it is typical to need the beneficiary's social in order to file necessary tax returns such as trust/estate income tax returns.
No social security number is needed to devise property to a beneficiary under a will or trust. It is possible that the social security numbers were requested because the aunt wanted to name you and your sons as beneficiaries to a payable on death account with a bank, or an IRA account.