Estate Planning

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Trustworthy icon

Ty McDuffey

Apr 15, 2023

Most estate planning lawyers are responsible for keeping their customers' original wills and other papers.

Lawyers do this for two reasons:

For starters, they are often better able to keep the originals secure and accessible when required.

Second, there is the hope that, when the time comes, the client's family will return and hire the attorney or their company to assist with the probate of the client's estate.

However, retaining original papers poses various problems that should be discussed and answered.

These four questions will be addressed in this article:

  1. How long does the legal firm have to keep the original will?

  2. Is it a lawyer's responsibility to find out when a client dies?

  3. Do attorneys have to offer to keep original wills and other documents?

  4. When a lawyer retires, what happens to an original will?

Where Can I Locate the Will of a Loved One?

Your loved one may have already notified you if you're a designated party in their will. 

As a trustee or executor, you may have obtained a replica of the will or been informed of its whereabouts. 

Most individuals maintain a will in a secure location, such as the following:

  1. Deposit boxes at a bank

  2. A safe at home

  3. With the assistance of an estate lawyer

  4. On Trustworthy's Family Operating System

When you have to locate a will, contact your state's Register of Wills or probate tribunal to verify that the will has been documented. 

In Maryland, for instance, for a one-time charge, a person may submit a will to the court. It is then sealed and held until it is returned to the individual who submitted it or their agents after their passing. 

Following the death of a loved one, their will is normally submitted to their state's probate court. 

Wills Filed to the Probate Court Are Part of the Public Record 

Although you may not be able to look at the complete will, you may request to examine whatever papers have been submitted to the probate court.

Who Receives Copies of a Will?

Estate Law book and will

The state determines how wills are administered and processed based on where the dead individual resided. 

In most circumstances, wills are probated after an individual's passing. 

If the individual registered their will, their state would certainly inform their heirs and any executor appointed. 

If no executor is designated, the state can choose one, or the heir may be held accountable. 

Executors are typically the individual who selects who receives a duplicate of the will. Most of these will be those who are directly touched by its conditions. 

This might include:

  • The executor of the estate

  • Trustees

  • Beneficiaries

  • Previous beneficiaries or heirs

  • Individuals with medical POA

  • A bookkeeper

  • Tax authorities at the state and federal levels

How long does the legal firm have to keep the original will? The answer is indefinite unless the firm and the customer have another agreement. 

Lawyers must keep these documents safe, even if they have lost track of the customers.

Is it a Lawyer's Responsibility to Find Out When a Client Dies?

No, it is not. 

In smaller locations where the lawyer is more likely to learn of a client's death, the lawyer will inform the family that they have the original paperwork. 

If a lawyer learns of a client's death but is not hired to help with probate administration, the will must be filed with the relevant probate court within 30 days of the client's death. 

However, in the absence of information about the death, they are not responsible for investigating death records for all of their customers to determine whether they have died.

Increasingly, attorneys are declining to provide this service. It turns out to be more bother than it is worth. 

Lawyers and legal firms are increasingly deciding that they do not want to take on the obligation and cost of maintaining original papers for their clients, particularly if they are becoming paperless in all other respects.

When a Lawyer Retires, What Happens to an Original Will? 

Signing documents

If the lawyer is part of a larger practice, the firm will keep the original papers.

However, solo practitioners might relocate their will files to their garages, continuing to produce originals when required for as long as they can. 

In some circumstances, the retired attorney dies, and their spouse or children throw away the papers if they cannot find another firm to take them on.

To reduce the number of paper files in law offices, many lawyers now only keep original wills and durable powers of attorney for clients. 

Copies of other original papers, such as trusts and health care proxies, often function as originals, so retaining them for protection is less important. 

In reality, wills are becoming less necessary as individuals bypass probate via trusts, beneficiary designations, and joint ownership.

What Happens if a Dead Person's Original Will Cannot Be Found?

If a will is lacking because the dead person revoked it on purpose, a previous will or intestate succession rules will decide who inherits the deceased person's estate.

If a will has been lost because it was housed in a vault damaged in a fire, the court may take a copy (or the lawyer's computer file or draft). Nonetheless, the court will demand proof that the departed signed the authentic correctly.

Check desk drawers, file cabinets, the boxes in the back of the attic, floor or wall safes, glove compartments, garages, automobile trunks, and even inside pages of a magazine and beneath mattresses!

Second, determine if the departed had a safe deposit box. 

Keys to a safe deposit box are often huge, made of silver or aluminum, and marked "do not duplicate." 

When you come across such a key, contact every bank where the departed had a savings or checking account to identify the location of the safe deposit box.

Know that the bank may need a court order before granting you the contents in the box.

Investigate: see if you can find the attorney who created the will's letterhead or business contact info. 

Review all checkbooks for checks to legal firms. You may have to scour many years of records since individuals seldom modify their estates.

If you are unable to locate information on a lawyer, get in touch with any other counsel that the individual hired, such as a CPA, financial planner, or insurance agent. They may have known the deceased's attorney.

Fifth, speak with the deceased's friends. They are often witnesses to wills or may have been informed where the document was stored or who created it.

Lastly, contact the court in the county where the dead resided in the state. If the will were filed, it would be accessible for public inspection.

If you are still unable to locate the will, you should consult with an attorney to decide how the estate will be resolved without a will.

With the difficulty of locating a misplaced will, you should notify the deceased's lawyer, as well as their appointed trustee, executor, and other trustworthy persons, of the whereabouts of any original estate planning papers. 

If you store your original will in a bank deposit box, ensure the box is owned by your living trust (so your successor can access the box after your death without a court order).

Suppose you store your original will in a safe in your home. Make sure your family knows where to obtain the key or the combination if you die and the box is shut. 

It would help if you informed people of the whereabouts of your will. Otherwise, your efforts in creating the will might be in vain. An original will that can't be discovered is the same as having no will.

Some Recommendations Regarding Original Documents

It is critical to keep paperwork in a secure, easily accessible area.

You need immediate access to original records, particularly in medical emergencies.

For instance, suppose you are the agent designated in someone's power of attorney or advance directive. You must use the power conferred in the agreement to make quick and important medical choices one weekend.

However, the original records are kept at an attorney's office and are not accessible to you. 

Having the originals in a convenient location might minimize a delay in getting someone the treatment they need.

How Trustworthy Can Help

Trustworthy dashboard

Many individuals wonder where to keep their last will once they've written one. Before putting it in a plastic bag in your freezer, remember that you have other choices for carefully storing your will.

Trustworthy provides a safe, accessible place to store your estate planning documents. You can rest assured that your family will have access to your final wishes when you sign up for a free 14-day trial

Estate Planning

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Trustworthy icon

Ty McDuffey

Apr 15, 2023

Most estate planning lawyers are responsible for keeping their customers' original wills and other papers.

Lawyers do this for two reasons:

For starters, they are often better able to keep the originals secure and accessible when required.

Second, there is the hope that, when the time comes, the client's family will return and hire the attorney or their company to assist with the probate of the client's estate.

However, retaining original papers poses various problems that should be discussed and answered.

These four questions will be addressed in this article:

  1. How long does the legal firm have to keep the original will?

  2. Is it a lawyer's responsibility to find out when a client dies?

  3. Do attorneys have to offer to keep original wills and other documents?

  4. When a lawyer retires, what happens to an original will?

Where Can I Locate the Will of a Loved One?

Your loved one may have already notified you if you're a designated party in their will. 

As a trustee or executor, you may have obtained a replica of the will or been informed of its whereabouts. 

Most individuals maintain a will in a secure location, such as the following:

  1. Deposit boxes at a bank

  2. A safe at home

  3. With the assistance of an estate lawyer

  4. On Trustworthy's Family Operating System

When you have to locate a will, contact your state's Register of Wills or probate tribunal to verify that the will has been documented. 

In Maryland, for instance, for a one-time charge, a person may submit a will to the court. It is then sealed and held until it is returned to the individual who submitted it or their agents after their passing. 

Following the death of a loved one, their will is normally submitted to their state's probate court. 

Wills Filed to the Probate Court Are Part of the Public Record 

Although you may not be able to look at the complete will, you may request to examine whatever papers have been submitted to the probate court.

Who Receives Copies of a Will?

Estate Law book and will

The state determines how wills are administered and processed based on where the dead individual resided. 

In most circumstances, wills are probated after an individual's passing. 

If the individual registered their will, their state would certainly inform their heirs and any executor appointed. 

If no executor is designated, the state can choose one, or the heir may be held accountable. 

Executors are typically the individual who selects who receives a duplicate of the will. Most of these will be those who are directly touched by its conditions. 

This might include:

  • The executor of the estate

  • Trustees

  • Beneficiaries

  • Previous beneficiaries or heirs

  • Individuals with medical POA

  • A bookkeeper

  • Tax authorities at the state and federal levels

How long does the legal firm have to keep the original will? The answer is indefinite unless the firm and the customer have another agreement. 

Lawyers must keep these documents safe, even if they have lost track of the customers.

Is it a Lawyer's Responsibility to Find Out When a Client Dies?

No, it is not. 

In smaller locations where the lawyer is more likely to learn of a client's death, the lawyer will inform the family that they have the original paperwork. 

If a lawyer learns of a client's death but is not hired to help with probate administration, the will must be filed with the relevant probate court within 30 days of the client's death. 

However, in the absence of information about the death, they are not responsible for investigating death records for all of their customers to determine whether they have died.

Increasingly, attorneys are declining to provide this service. It turns out to be more bother than it is worth. 

Lawyers and legal firms are increasingly deciding that they do not want to take on the obligation and cost of maintaining original papers for their clients, particularly if they are becoming paperless in all other respects.

When a Lawyer Retires, What Happens to an Original Will? 

Signing documents

If the lawyer is part of a larger practice, the firm will keep the original papers.

However, solo practitioners might relocate their will files to their garages, continuing to produce originals when required for as long as they can. 

In some circumstances, the retired attorney dies, and their spouse or children throw away the papers if they cannot find another firm to take them on.

To reduce the number of paper files in law offices, many lawyers now only keep original wills and durable powers of attorney for clients. 

Copies of other original papers, such as trusts and health care proxies, often function as originals, so retaining them for protection is less important. 

In reality, wills are becoming less necessary as individuals bypass probate via trusts, beneficiary designations, and joint ownership.

What Happens if a Dead Person's Original Will Cannot Be Found?

If a will is lacking because the dead person revoked it on purpose, a previous will or intestate succession rules will decide who inherits the deceased person's estate.

If a will has been lost because it was housed in a vault damaged in a fire, the court may take a copy (or the lawyer's computer file or draft). Nonetheless, the court will demand proof that the departed signed the authentic correctly.

Check desk drawers, file cabinets, the boxes in the back of the attic, floor or wall safes, glove compartments, garages, automobile trunks, and even inside pages of a magazine and beneath mattresses!

Second, determine if the departed had a safe deposit box. 

Keys to a safe deposit box are often huge, made of silver or aluminum, and marked "do not duplicate." 

When you come across such a key, contact every bank where the departed had a savings or checking account to identify the location of the safe deposit box.

Know that the bank may need a court order before granting you the contents in the box.

Investigate: see if you can find the attorney who created the will's letterhead or business contact info. 

Review all checkbooks for checks to legal firms. You may have to scour many years of records since individuals seldom modify their estates.

If you are unable to locate information on a lawyer, get in touch with any other counsel that the individual hired, such as a CPA, financial planner, or insurance agent. They may have known the deceased's attorney.

Fifth, speak with the deceased's friends. They are often witnesses to wills or may have been informed where the document was stored or who created it.

Lastly, contact the court in the county where the dead resided in the state. If the will were filed, it would be accessible for public inspection.

If you are still unable to locate the will, you should consult with an attorney to decide how the estate will be resolved without a will.

With the difficulty of locating a misplaced will, you should notify the deceased's lawyer, as well as their appointed trustee, executor, and other trustworthy persons, of the whereabouts of any original estate planning papers. 

If you store your original will in a bank deposit box, ensure the box is owned by your living trust (so your successor can access the box after your death without a court order).

Suppose you store your original will in a safe in your home. Make sure your family knows where to obtain the key or the combination if you die and the box is shut. 

It would help if you informed people of the whereabouts of your will. Otherwise, your efforts in creating the will might be in vain. An original will that can't be discovered is the same as having no will.

Some Recommendations Regarding Original Documents

It is critical to keep paperwork in a secure, easily accessible area.

You need immediate access to original records, particularly in medical emergencies.

For instance, suppose you are the agent designated in someone's power of attorney or advance directive. You must use the power conferred in the agreement to make quick and important medical choices one weekend.

However, the original records are kept at an attorney's office and are not accessible to you. 

Having the originals in a convenient location might minimize a delay in getting someone the treatment they need.

How Trustworthy Can Help

Trustworthy dashboard

Many individuals wonder where to keep their last will once they've written one. Before putting it in a plastic bag in your freezer, remember that you have other choices for carefully storing your will.

Trustworthy provides a safe, accessible place to store your estate planning documents. You can rest assured that your family will have access to your final wishes when you sign up for a free 14-day trial

Estate Planning

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Trustworthy icon

Ty McDuffey

Apr 15, 2023

Most estate planning lawyers are responsible for keeping their customers' original wills and other papers.

Lawyers do this for two reasons:

For starters, they are often better able to keep the originals secure and accessible when required.

Second, there is the hope that, when the time comes, the client's family will return and hire the attorney or their company to assist with the probate of the client's estate.

However, retaining original papers poses various problems that should be discussed and answered.

These four questions will be addressed in this article:

  1. How long does the legal firm have to keep the original will?

  2. Is it a lawyer's responsibility to find out when a client dies?

  3. Do attorneys have to offer to keep original wills and other documents?

  4. When a lawyer retires, what happens to an original will?

Where Can I Locate the Will of a Loved One?

Your loved one may have already notified you if you're a designated party in their will. 

As a trustee or executor, you may have obtained a replica of the will or been informed of its whereabouts. 

Most individuals maintain a will in a secure location, such as the following:

  1. Deposit boxes at a bank

  2. A safe at home

  3. With the assistance of an estate lawyer

  4. On Trustworthy's Family Operating System

When you have to locate a will, contact your state's Register of Wills or probate tribunal to verify that the will has been documented. 

In Maryland, for instance, for a one-time charge, a person may submit a will to the court. It is then sealed and held until it is returned to the individual who submitted it or their agents after their passing. 

Following the death of a loved one, their will is normally submitted to their state's probate court. 

Wills Filed to the Probate Court Are Part of the Public Record 

Although you may not be able to look at the complete will, you may request to examine whatever papers have been submitted to the probate court.

Who Receives Copies of a Will?

Estate Law book and will

The state determines how wills are administered and processed based on where the dead individual resided. 

In most circumstances, wills are probated after an individual's passing. 

If the individual registered their will, their state would certainly inform their heirs and any executor appointed. 

If no executor is designated, the state can choose one, or the heir may be held accountable. 

Executors are typically the individual who selects who receives a duplicate of the will. Most of these will be those who are directly touched by its conditions. 

This might include:

  • The executor of the estate

  • Trustees

  • Beneficiaries

  • Previous beneficiaries or heirs

  • Individuals with medical POA

  • A bookkeeper

  • Tax authorities at the state and federal levels

How long does the legal firm have to keep the original will? The answer is indefinite unless the firm and the customer have another agreement. 

Lawyers must keep these documents safe, even if they have lost track of the customers.

Is it a Lawyer's Responsibility to Find Out When a Client Dies?

No, it is not. 

In smaller locations where the lawyer is more likely to learn of a client's death, the lawyer will inform the family that they have the original paperwork. 

If a lawyer learns of a client's death but is not hired to help with probate administration, the will must be filed with the relevant probate court within 30 days of the client's death. 

However, in the absence of information about the death, they are not responsible for investigating death records for all of their customers to determine whether they have died.

Increasingly, attorneys are declining to provide this service. It turns out to be more bother than it is worth. 

Lawyers and legal firms are increasingly deciding that they do not want to take on the obligation and cost of maintaining original papers for their clients, particularly if they are becoming paperless in all other respects.

When a Lawyer Retires, What Happens to an Original Will? 

Signing documents

If the lawyer is part of a larger practice, the firm will keep the original papers.

However, solo practitioners might relocate their will files to their garages, continuing to produce originals when required for as long as they can. 

In some circumstances, the retired attorney dies, and their spouse or children throw away the papers if they cannot find another firm to take them on.

To reduce the number of paper files in law offices, many lawyers now only keep original wills and durable powers of attorney for clients. 

Copies of other original papers, such as trusts and health care proxies, often function as originals, so retaining them for protection is less important. 

In reality, wills are becoming less necessary as individuals bypass probate via trusts, beneficiary designations, and joint ownership.

What Happens if a Dead Person's Original Will Cannot Be Found?

If a will is lacking because the dead person revoked it on purpose, a previous will or intestate succession rules will decide who inherits the deceased person's estate.

If a will has been lost because it was housed in a vault damaged in a fire, the court may take a copy (or the lawyer's computer file or draft). Nonetheless, the court will demand proof that the departed signed the authentic correctly.

Check desk drawers, file cabinets, the boxes in the back of the attic, floor or wall safes, glove compartments, garages, automobile trunks, and even inside pages of a magazine and beneath mattresses!

Second, determine if the departed had a safe deposit box. 

Keys to a safe deposit box are often huge, made of silver or aluminum, and marked "do not duplicate." 

When you come across such a key, contact every bank where the departed had a savings or checking account to identify the location of the safe deposit box.

Know that the bank may need a court order before granting you the contents in the box.

Investigate: see if you can find the attorney who created the will's letterhead or business contact info. 

Review all checkbooks for checks to legal firms. You may have to scour many years of records since individuals seldom modify their estates.

If you are unable to locate information on a lawyer, get in touch with any other counsel that the individual hired, such as a CPA, financial planner, or insurance agent. They may have known the deceased's attorney.

Fifth, speak with the deceased's friends. They are often witnesses to wills or may have been informed where the document was stored or who created it.

Lastly, contact the court in the county where the dead resided in the state. If the will were filed, it would be accessible for public inspection.

If you are still unable to locate the will, you should consult with an attorney to decide how the estate will be resolved without a will.

With the difficulty of locating a misplaced will, you should notify the deceased's lawyer, as well as their appointed trustee, executor, and other trustworthy persons, of the whereabouts of any original estate planning papers. 

If you store your original will in a bank deposit box, ensure the box is owned by your living trust (so your successor can access the box after your death without a court order).

Suppose you store your original will in a safe in your home. Make sure your family knows where to obtain the key or the combination if you die and the box is shut. 

It would help if you informed people of the whereabouts of your will. Otherwise, your efforts in creating the will might be in vain. An original will that can't be discovered is the same as having no will.

Some Recommendations Regarding Original Documents

It is critical to keep paperwork in a secure, easily accessible area.

You need immediate access to original records, particularly in medical emergencies.

For instance, suppose you are the agent designated in someone's power of attorney or advance directive. You must use the power conferred in the agreement to make quick and important medical choices one weekend.

However, the original records are kept at an attorney's office and are not accessible to you. 

Having the originals in a convenient location might minimize a delay in getting someone the treatment they need.

How Trustworthy Can Help

Trustworthy dashboard

Many individuals wonder where to keep their last will once they've written one. Before putting it in a plastic bag in your freezer, remember that you have other choices for carefully storing your will.

Trustworthy provides a safe, accessible place to store your estate planning documents. You can rest assured that your family will have access to your final wishes when you sign up for a free 14-day trial

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

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How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

Elderly parents with son
Elderly parents with son
Elderly parents with son

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

Jun 6, 2023

Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

May 17, 2023

Estate Planning: A Comprehensive Guide

Helping elderly parents - the complete guide
Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

May 2, 2023

Helping Elderly Parents: The Complete Guide

Family seated on sofa having a discussion
Family seated on sofa having a discussion
Family seated on sofa having a discussion

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

Apr 15, 2023

Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

Apr 15, 2023

Can You Have Two Power of Attorneys? (A Lawyer Answers)

Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Apr 15, 2023

Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

Apr 15, 2023

Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

Apr 15, 2023

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

Apr 15, 2023

Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice

Apr 15, 2023

Is It Wrong To Move Away From Elderly Parents? My Advice

Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

Apr 15, 2023

What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

Apr 15, 2023

Who Can Override A Power of Attorney? (A Lawyer Answers)

Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

Apr 15, 2023

Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

Apr 15, 2023

How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?