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LAWYERLISA

Real Estate Law. Estate Planning. Simplified.

LawyerLisa, LLC focuses on Real Estate Closings, Estate Planning, Probate Litigation, and Elder Law.  Our firm is here to provide clients with comprehensive solutions in a comfortable environment.  Let our experience lead you to the solutions you seek.

Where, oh where, is my will? A cautionary tale

As a family member gets older or sick, many times, another family member will ask them about their estate planning, "Do you have a will?" and they will hear a familiar answer, "I had it done years ago." The concerned family member feels better, "I'm glad they got their estate planning done, now I don't have to worry about that."

Unfortunately, many times, after the older or sicker family member can no longer competently explain their plans, someone will look for the supposed estate planning documents. Maybe a doctor is asking for a health care power of attorney, or there is an end of life situation requiring a living will or declaration of a desire for a natural death, or the person passes and assets need to be probated.  

Many people don't understand there is a difference between having the original will and merely presenting a copy of the will to probate. If you only have a copy, you have to file a formal petition and it will be more closely scrutinized and could be subject to dispute. There is an even bigger issue if you can't find a will or if they never had one executed. In this case, the assets may not pass the way the person wished, or the way the family thought they should.  

Confirming that proper estate planning has been done is important.  If you have questions about what documents your loved ones should have or if you'd like them reviewed, please contact us at www.LawyerLisa.com or at 803-563-5163.

LawyerLisa, LLC 3202 Fernandina Road Columbia, SC 29210 Phone: 803.563.5163

LawyerLisa, LLC 5175 Sunset Boulevard Ste 1 Lexington, SC 29072 Phone: 803.832.1068

LawyerLisa, LLC 100 Williams Street Greenville, SC 29601 Phone: 864.990.0347

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