If you can't find a Will, here are a few suggestions about how and where to start looking:
- Go through any papers you can find in file cabinets, desk drawers and the tackle box in the back of the closet. If you don't find the Will, be on the look out for a letter or business card from an attorney.
- If you find communications from an attorney, contact that person and ask if they have the original or a copy of the Will, or if they drafted one. If the attorney has retired, you can contact the State Bar to get their contact information.
- If you can't find any information about an attorney, contact any other advisers that your grandmother used. The financial planner or accountant may know the attorney used by her.
- Check with your grandmother's bank (or banks, if they used multiple institutions). She may have put the Will in a safe deposit box. There are certain steps you'll need to follow to obtain access to the box to find out if there is a Will, and the banker can assist you with this.
- If you that there was a Will, you could use your telephone book or internet and just start calling attorneys in that town to see if they drafted a Will for your grandmother. You could also place a "Lost Will" ad in the local paper.
- Check with the Probate Court in the county where your grandmother resided. It is possible, although not common these days, that the Will was filed with the Court when it was executed.
For any of these inquiries, the banks, courts or other attorneys will need a certified copy of the person's death certificate, so be sure to have a few of those handy.
If you still can't find the Will, your next step should be to contact an attorney to determine how the estate will be settled without a Will (ie "intestate" distribution).
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