Legal Question in Wills and Trusts in Michigan

Is My SS# required?

Two years ago my identity was stolen and it cost me over $5K and I am still clearing it up. My mother insists that I provide her my SS# to be named in her will. I am more than willing to provide it at the time of her death for IRS purposes but, hesitate to have everyone at her senior facility have acccess to it, etc. She says her attorney is asking for it... as well as State Farm for annuities. Do I have to provide it and if so, how can I best protect it from fraudulent use?


Asked on 9/26/05, 1:06 pm

2 Answers from Attorneys
Blake Lipman Law Office of Blake P. Lipman

Re: Is My SS# required?

It is unnecessary for her to use your SS# in the will. She need only adequately identify you perhaps by your address or full name including middle initial. Don't blame your Mom, her lawyer probably is requesting this information. Ask him if he can identify you in the will w/o your SS#, he should accomodate you. For more info, please contact my office.

Read more
Answered on 9/26/05, 2:47 pm
Henry J. Legere, Jr. Law Office of Henry J. Legere, Jr.

Re: Is My SS# required?

There is no requirement that your social security number be placed in your mother's Will. As far as the annuities go, contact State Farm and see what their policy is. If it is required you should be able to pass it on to State Farm directly. Good luck.

Read more
Answered on 9/26/05, 3:55 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in Michigan