<prompt> Human: Heres excerpts from a message my wife received from a step-father about adding her to his will: ...i have begun making some changes to my Will... I would like to include you... Upon speaking to my attorney, i would need your full name, date of birth, address, phone number and SSLuckily, Ive told her enough times to never give out personal information without us reviewing together first so she ran it by me before responding. Ive only met her step-father a couple times and there is history of drama in her family who we do not live near so naturally Im hesitant to share this information.Any advice on what information is necessary to share so she can be added to the will if this is legit but still keeping us and our identitycredit protected?  <response>: It is possible that as part of estate planning he is not just making changes to a will but also to beneficiary designations for IRA or 401k, which transfer assets without reference to a will. For those, it is quite common for custodians to require name, birth date, and SSN. I would not be as suspicious as some of the first repliers. You could call back to clarify, or ask to speak to his lawyer. 