Legal Question in Wills and Trusts in Florida

Is it always necessary to have an original will?

Dad's lawyer says we have to have an original will even though nobody is contesting it. An account was opened with one sister's name and his on it and the money was to be split between 3 of us (his daughters). There are also some stocks left to us in a trust, to be liquidated and split 3 ways. The attorney said we had to have an ad placed in a local paper and then wait 90 days to make sure no outstanding debts need repaying. Stepmother claims she can't find the original will. Why would we need an original if nobody is contesting it? Couldn't the sister with the account disburse that money now since it is not part of the will?


Asked on 8/28/01, 7:21 pm

1 Answer from Attorneys

G. Joseph Holthaus III Law Offices of G. Joseph Holthaus

Re: Is it always necessary to have an original will?

Dad's lawyer is corrent with regard to posting notice to

potential debtors. An original will is not absolutely required where

adequate evidence corroborates its non-existence. But why was not more than

one copy of the original made and maintained? Why did not the drafting attorney maintain an

original copy? These and other points stress why it is important to hire an attorney

to draft a will and ensure that post-execution problem prevention is in place. Use of other copies (i.e., not an original copy) may be subject to a caveat contest and this will cause

further delay and expense. Corroborating the non-existence of the original and all original copies

may be of more benefit.

As to the trust, payments hereof are governed by the trust instrument unless there it is a trust funded

by a pour over provision in the will. Any amounts held in private accounts are governed by the contractual arrangements

presiding over the accounts and not the will or trust unless the estate has been designated as the recipient. Pay on death

designations--such as those typically in bank and brokerage accounts--generally take precedence over conflicting language in a will.

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Answered on 9/25/01, 5:13 pm


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