Legal Question in Wills and Trusts in Indiana

Is there ever a reason during the drawing of a will to need a house deed & bank info?

I have a friend who is 91, he is healthier & mentally astute more than anyone I know.

He is being told by a former family member that he is helping him fix his will.

But has gone to all his banks and got the deed to his house. I am not sure what he did at

the banks, but that, with the deed, really has me concerned.

This man told me the �family� wants my friend in an assisted living home, which there are no grounds for.

My friend has enough money & good insurance that he could hire live-in help if needed.

I am going to tell my friend so that he is not blindsided and loses his home and money,

and I want to know the correct information on this, hoping there may be a legitimate reason for this.

Thank you


Asked on 4/25/13, 10:08 pm

1 Answer from Attorneys
Jay Rigdon Rockhill Pinnick LLP

The real estate description and bank account might very well be needed depending on what estate planning your friend is doing. I am sure if he is the most mentally astute person you know that he can ask questions of any lawyer preparing these documents for him in this matter.

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Answered on 4/26/13, 5:52 am


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