$0 How to Read and Execute a Will — Quick-Start Checklist

Where to Find the Original Will: A Search Checklist for Executors

You've been told you're the executor, the funeral is over, and now the probate court wants the original will — not a photocopy, not a scan, the actual signed document. And nobody can find it.

This is more common than you'd think. The deceased may have stored it somewhere safe and told no one, or the location they mentioned years ago may have changed. Probate applications commonly call for the original will; where it is missing, some courts have a process for proving a copy. Finding the original is still the best first step.

The Most Common Hiding Spots

Start with the places people actually keep important documents, not where they should keep them.

At home: Check the home office or desk drawers first. Then look in filing cabinets, fireproof safes, bedroom closets (especially top shelves and shoeboxes), nightstand drawers, and any lockbox. People with hoarding tendencies may have filed the will inside a random folder or between the pages of a book. Check inside envelopes marked "important papers" or "legal."

Safe deposit box: If the deceased had a bank safe deposit box, the will may be inside. This creates a catch-22 in some states — you need Letters Testamentary to access the box, but you need the will to get Letters Testamentary. In some jurisdictions, a bank may allow limited access to search for a will under a court or statutory procedure. Ask the bank and probate court who may request access and what documents are required.

With their attorney: Many people leave the original will with the lawyer who drafted it. Contact any attorney the deceased worked with and ask whether they kept the original or transferred it to another firm. If the attorney retired, ask the relevant bar association or law society whether it can help locate a successor firm.

Filed with the court: Some states and countries allow people to deposit their will for safekeeping during their lifetime. In England and Wales, HM Courts & Tribunals Service accepts wills for storage, and the National Probate Registry in Newcastle may hold a will. In the US, Ohio law and some California courts allow lifetime deposit. Contact the local probate court to ask if a will was deposited.

With a trust company or bank: Corporate trustees and some banks offer will storage as part of their estate planning services. Check the deceased's banking records for any safe custody fees.

Digital records as clues: Even if only a copy turns up, digital records can help. Search the deceased's email for messages from attorneys or references to estate planning. Check their computer for scanned documents, cloud storage (Google Drive, Dropbox, iCloud), and password managers that might list an attorney's contact.

What If You Can Only Find a Copy?

Courts generally prefer the original. When only a copy exists, some jurisdictions presume the deceased destroyed the original with the intent to revoke it; local law determines whether that presumption applies and how to rebut it.

In the US, you generally must:

  1. File a petition to admit the copy to probate
  2. Provide testimony or affidavits from witnesses who saw the original
  3. Demonstrate that the deceased did not intend to revoke the will (evidence might include recent conversations about the will, the deceased's living situation making destruction unlikely, or testimony from the drafting attorney)

In England and Wales, if the original will is lost but a copy exists, a self-representing executor can submit Form PA13 with the probate application and swear an affidavit confirming what the will contained. A probate practitioner instead needs evidence for a Rule 54 order to prove a lost will.

In Australia, each state has slightly different rules, but the general principle is the same: apply to the court with whatever copy you have plus evidence supporting its validity.

This process adds months and potentially thousands of dollars in legal fees, which is why finding the original matters so much.

The Full Document Checklist for Probate

While you're searching for the will, gather these documents at the same time — you'll need all of them:

  • Certified death certificates — order several certified copies from your local registrar or vital records office. Ask each court, bank, insurer, or agency what form and number it requires before ordering more.
  • The original will (and any codicils — amendments to the will)
  • Marriage or divorce certificates — relevant for spousal rights and any prenuptial agreements
  • Property deeds and mortgage statements — for every piece of real estate
  • Vehicle and vessel titles
  • Bank, brokerage, and retirement account statements — check the deceased's mail and email for statements and account references
  • Life insurance policies — check employer benefits, professional associations, and mortgage-linked policies
  • Tax returns — the last two to three years of filed returns reveal accounts and income sources you might not otherwise find
  • Tax identification number — such as a Social Security number, National Insurance number, or the local equivalent, for final tax filings
  • Military discharge papers (DD214) — for burial benefits and veterans' survivor support

Organize everything in a physical binder with tabbed sections. The average executor spends 570 hours on estate administration over 16 months — a well-organized document system is the difference between manageable and chaotic.

Free Download

Get the How to Read and Execute a Will — Quick-Start Checklist

Everything in this article as a printable checklist — plus action plans and reference guides you can start using today.

Where to Search If You've Hit a Dead End

If you've checked all the obvious places and still can't find a will:

  • Contact the local bar association — they may have a will registry or referral service
  • Search the deceased's mail — law firm correspondence, bank statements, and safe custody receipts often arrive in the weeks after death
  • Ask family and close friends — the deceased may have mentioned their attorney or where they kept the document
  • Check their employer's HR department — some employer-sponsored legal plans include will preparation and storage
  • Search state will registries — some US states maintain voluntary registries (not all do, and not all wills are registered)

If no will turns up, the estate passes under intestacy laws — the statutory rules that determine who inherits when there's no valid will. The How to Read and Execute a Will guide walks through both scenarios: executing a found will and navigating intestacy when no will exists.

Get Your Free How to Read and Execute a Will — Quick-Start Checklist

Download the How to Read and Execute a Will — Quick-Start Checklist — a printable guide with checklists, scripts, and action plans you can start using today.

Learn More →