What to Bring on Day of Signing the Will

What to Bring on Day of Signing the Will
Read your proposed Will and Estate Planning documents. Please read the documents carefully. If there are any changes, amendments or revisions, please mark up the draft Will in blue pen, and fax, mail back or drop off at night in mail slot at least four days prior to scheduling the appointment to execute the Will. Changes cannot be accepted by email or phone.
Please remember that there will be a minimum $75.00 additional charge for each change after the first draft is typed. Changes cannot be done on the same date as signing. Please bring your draft Will and any other documents sent you. If you have not already done so, please also advise my office immediately if you would like a Power of Attorney prepared and a Living Will as well. Bring ID or a driver’s license to the signing and show to the front desk staff. Staff will ask you if you read the documents. If you did not read the Will or other documents we cannot sign anything and will need to reschedule for another day.
On the date of signing, we suggest you bring a copy of any Deed to property so that we can answer your questions regarding title to real estate. We will give you the Original signed Will to take home. Based on a Supreme Court memo, we no longer keep original Wills in our office. We keep a copy. Please note the NJ Rule of Professional Conduct RPC 1.6 prohibits our office from discussing your Will or matter with family members or anyone other than you.
Please also remember that if you have assets such as bank accounts in joint names, or bank accounts payable upon death, these go directly to the beneficiary. If you have selected direct beneficiaries on any of your assets these pass outside your Will, including POD accounts or joint accounts. Your Will cannot change who the beneficiary is on a joint account, payable upon death accounts, or other assets such as Life Insurance policies. You would have to go directly to the bank or company where the assets are held and either direct that they change the beneficiary or not list any beneficiary at all other than your Estate.