Episode 41
This week’s Tuesday Triage question comes from Jazmine in New Jersey. She believed she had “filed” her Will with her attorney until she discovered he’d been disbarred and her original Will was missing. In this episode, Jill unpacks what it really means to “file” your Will, how to protect it, and what happens if your original goes missing. She also shares a true Tennessee case that shows how critical proper Will storage can be and the surprising twists that followed.
What You’ll Learn in This Episode
“Filing” your Will isn’t an official legal act. Leaving your original Will with an attorney or in a law office is a storage choice, not a filing requirement. Most firms offer it as a business convenience, not a legal safeguard.
If your original Will goes missing:
Where to keep your Will:
If no one can find your original Will, the law presumes you destroyed it intentionally, meaning you’re treated as having died intestate (without a Will). Overcoming that presumption requires clear and convincing evidence that the Will was lost or destroyed against your wishes.
A real-world example — In re Estate of David Leath
The big picture. You can’t control every outcome, but you can control how clear and accessible your plans are.
Resources & Links
Connect with Jill:
Did you enjoy this episode? Please share it with someone you care about.
This podcast pr
Published on 1 month, 1 week ago
If you like Podbriefly.com, please consider donating to support the ongoing development.
Donate