What information does an attorney need to draft your Will?

UPDATED: Jan 12, 2012

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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


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

Answered 11 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. 

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