How to Locate Missing Estate Planning Documents
Estate Planning Lawyers in Torrance – 888.910.6652
When a loved one passes away, surviving family members will need to start the
probate process and handle any other concerns that could arise with
estate planning. In an ideal situation, the decedent’s
will and other estate planning records will be neatly organized and ready for
family members to access and utilize. The opposite is often true, however,
and estate administrators can struggle to locate all of the necessary
estate planning documents, many of which may be missing.
If you need help with finding missing estate planning papers, documents,
and records, call888.910.6652 to connect with the Law Offices of James C. Shields and our Torrance estate
planning attorneys. We have more than two decades of total legal and estate
planning experience. If there is a document you are having difficulty
locating, you can rest easy knowing that our team is here to help you
either find it or find a way to complete your estate planning process
Want to know more about our services? Get a free consultation!
Ways to Locate Missing Documents
Without all of the right paperwork, it can be impossible, or at least significantly
difficult, to distribute a decedent’s property to beneficiaries
and carry out final wishes. This is just one of many reasons why it is
so crucial to complete an estate plan sooner than later in life. Once
a plan is completed, its creator or testator should keep multiple copies
in multiple locations for safekeeping. Otherwise, loved ones will need
to rely on uncommon or complicated methods to fulfill their estate plan.
Six methods that can be helpful when seeking missing estate planning documents are:
Copies from relatives: You may not have been given a copy of your loved one’s last will
and testament but someone else in your family might have a copy of their
own. Estate administrators may demand a copy from step-relatives, cousins,
and so forth, but often need an estate planning lawyer’s help when
such relatives are uncooperative.
Attorney’s copy: The attorney that helped the decedent draft their estate plan should feasibly
have an extra copy of that plan on record. Once again, if the original
drafting attorney is unavailable, cannot be identified, or will not share
the information, you may need your own lawyer to intervene.
Court records: Sometimes a local or county court will have its own copies of the decedent’s
estate plan filed or lodged away.
Safety deposit boxes: Most people store the most important documents of their lives into their
safety deposit boxes. Let our Torrance estate planning attorney help you
locate and access those boxes.
Home safe contents: It could be highly likely that there is a full copy of the decedent’s
estate plan in his or her home safe. Getting into such a safe can be a
complicated process but could also be quite rewarding.
When in doubt, or if you just want to avoid the legal legwork, you can
always seek the services of the Law Offices of James C. Shields. You can
work side-by-side with our estate planning lawyers in Torrance to ensure
that nothing is overlooked and that all missing estate planning documents
that can be found are located in a timely manner. The quicker we can find
those articles, the sooner your loved ones can enjoy the inheritances
and final goodwill efforts of the decedent.
Let us get right to work on your case. Contact our firm online
or call 888.910.6652 to begin.