What information does an attorney need to draft your Will?

Get Legal Help Today

 Secured with SHA-256 Encryption

What information does an attorney need to draft your Will?

He is asking for SSN’s and driver’s licenses. Also, children’s addresses and phone numbers and their marital status. Is this necessary?

Asked on January 12, 2012 under Estate Planning, Texas

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 9 years ago | Contributor

You are right to have had a red flag go up with these requests.  But if you do not know the lawyer personally maybe he is trying to verify who you are.  The info about the kids may be stylistic: including their addresses in the Will.  Keeping phone numbers just for his records.  The marital status is overkill.  Inheritances are not marital property on first instance. I would ask him why he needs them.  If he can not give you an answer that makes sense to you find another lawyer.  You seem to have a good sense of things.  Good luck. 


IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although AttorneyPages.com has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.

Get Legal Help Today

Find the right lawyer for your legal issue.

 Secured with SHA-256 Encryption