Asked in Estate Planning, Real Estate Law, Tax Law and Probate

Q: Where do I find the will and the trust paperwork

1 Lawyer Answer
Heath Baker
Heath Baker
  • Estate Planning Lawyer
  • Palm Desert, CA

A: The estate plans that I build for my clients (include a Will, Trust, Health Care Directive, and Power of Attorney - minimum) are each individual to the person who is trying to protect their loved ones.

Most of the Wills and Trusts I create are NOT "fill in the blank" or "check the box" type forms; rather, they are specific to the client.

When you ask: Where do I find the paperwork? Do you mean for yourself to prepare or are you trying to find the estate plan of a family member that is already done?

For your own plan, you will need to prepare the documents. Because the language and legal requirements are specific I suggest you work with a knowledgeable attorney. If you are looking for someone else's estate plan documents, you might have to just look.

The beauty of an estate plan is they are private and do not need to be recorded.

Estate plans should be kept in a fire proof box or safe, where the trustee has access. Most attorneys do not hold on to the estate plan for their clients, but many do. You can try there, as well.

Best of luck.

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