My sister called me asking for my name, address and SSN for my uncle who is preparing his will as he is ill.
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My sister called me asking for my name, address and SSN for my uncle who is preparing his will as he is ill.
He was the executor of his mothers estate when she passed. My sister said something was wrong in grandmas will or how it was carried out (something about rights of survivorship)and now for uncles will the family needs my personal info. I have not seen many of these relatives since I was very young and am hesitant to give this sort of info to strangers. I also have not spoken to or seen my sister in a year so I am suspicious of this sudden call. I was not mentioned in grandmas will as my mother is still alive and was in the will so I feel I should not be needed. My sister is rushing me for this info saying that auntie is rushing
Asked on March 6, 2015 under Estate Planning, Michigan
Answers:
S.L,. Member, California Bar / FreeAdvice Contributing Attorney
Answered 9 years ago | Contributor
Beneficiaries need to be identified in a Will. Your name and address are essential if you are to be a beneficiary of your uncle's Will. Your Social Security Number is NOT necessary. Although your mother is alive, it is possible that your uncle may want to leave a bequest for you also.
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