Q: Do estate lawyers need marriage licenses or birth certificates to setup a living trust?
My parents are setting up a living trust and they stated that the estate lawyer is requesting my marriage license and my children's birth certificates "establish family lineage". I feel that it is my parents just trying to see if my wife and I are actually married and if my name is on my children's birth certificates (the answer is yes to both). I want to make sure that I am not jus giving out my information and nothing comes out of it.
A: No, there’s absolutely no reason why an estate planning lawyer needs that kind of information from you.
Shawna Murray agrees with this answer
A:
I somewhat agree with Mr. Berge, I can think of reasons to request some identifying information to avoid fraud. But you need to be aware that your PARENTS' attorney has no duty of confidentiality toward YOU, as you are not his clients. If you send him the info, he can turn it over to parents. Sounds like very controlling parents.
Justia disclaimers below, incorporated herein.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.
