why would an attorney request my ss in order to pay out a will and testament

Should I ask my lawyer if he can use my SS number?

Mar 13, 2013 · Take your legal advice from your lawyer. If you do not trust him, fire him, get another and take his advice.It is often necessary to use SS numbers for ID I have no idea why your lawyer asked although he surely does. Why do not you ask him or fire him

Do lawyers store clients'original Wills?

Feb 09, 2022 · Next, your attorney will develop a "theory" of why you're disabled under Social Security disability law. Your lawyer will write a legal brief for the judge explaining the theory of the case. Lawyers use three main possible "theories" that attorneys or advocates can use to explain why someone's disabled.

How does SSA pay out from Title XVI past due benefits?

Jul 25, 2012 · Section 206(a) of the Social Security Act provides that if the claimant is determined to be entitled to past-due benefits under Title II and the person representing the claimant is an attorney, we pay the attorney his/her fee that does not …

Should I keep my will at my lawyer's office?

This service charge is 6.3% of the fee amount paid. The attorney cannot ask you to pay for this service charge. If you aren't entitled to past-due benefits but you owe your lawyer because the SSA approved a fee petition, you must pay the attorney fee out of your current monthly disability benefits. Updated November 30, 2021

Does an executor have to show accounting to beneficiaries?

To summarize, the executor does not automatically have to disclose accounting to beneficiaries. However, if the beneficiaries request this information from the executor, it is the executor's responsibility to provide it. In most cases, the executor will provide informal accounting to the beneficiaries.Dec 24, 2021

Can an executor withdraw money from an estate account?

Once a Grant of Probate has been awarded, the executor or administrator will be able to take this document to any banks where the person who has died held an account. They will then be given permission to withdraw any money from the accounts and distribute it as per instructions in the Will.

Should beneficiaries receive a copy of the will?

The Beneficiaries Named in the Will All beneficiaries named in a will are entitled to receive a copy of it so they can understand what they'll be receiving from the estate and when they'll be receiving it. 4 If any beneficiary is a minor, his natural or legal guardian should be given a copy of the will on his behalf.

How much does an estate have to be worth to go to probate in New York?

Only an estate valued over $30,000 must be probated when there is a will. The court has a “small estate proceeding” when the estate is below $30,000. An estate without a will is “administered,” not probated.

What does an executor have to disclose to beneficiaries?

One of the Executor's duties is to inform all next of kin and beneficiaries of: The deceased's death; The appointment of themselves as an Executor/Administrator; Their inheritance – be it a specific item, cash sum or share of the estate.

What happens to money in the bank when someone dies?

If the account holder established someone as a beneficiary or POD, the bank will release the funds to the named person once it learns of the account holder's death. After that, the financial institution typically closes the account.Sep 16, 2020

How long after a death is a will read?

Instead, the executor or a family member typically files the will with the probate court, and the executor or an estate attorney sends copies to everyone who has an interest in the will. This typically happens within a couple of months after a death, although finalizing the estate can take several months or longer.Sep 29, 2017

Can an executor of a will also be a beneficiary?

When making a will, people often ask whether an executor can also be a beneficiary. The answer is yes, it's perfectly normal (and perfectly legal) to name the same person as an executor and a beneficiary in your will.Aug 11, 2021

Who pays the beneficiaries of a will?

executor11. Can an executor refuse to pay a beneficiary? The executor is responsible for paying out to all beneficiaries and must follow the instructions in the will.Nov 25, 2021

Is probate necessary if there is a will?

However there is no restriction in law to get a probate of a Will, even if it is not mandatory. Obtaining a probate is advisable, in cases where there is a probability of the validity of the Will being contested in future on any ground.Aug 10, 2020

Why is probate needed when there is a will?

Probate or letters of administration will be needed so the personal representative can pass it whoever will inherit the share of the property, according to the will or the rules of intestacy. The property might have a mortgage.

Is probate required in NY?

Is Probate Required in New York? Probate is necessary for estates in New York. It is the process by which those assets are transferred to the heirs. State probate laws provide guidance and requirements for how it is accomplished.