Where should I store my estate plan documents?
Dec 5, 2022
It is important to store your estate plan documents in a safe and accessible place. Here are a few options to consider:
- With your attorney: Many attorneys offer safe storage services for their clients’ estate plan documents. This can be a convenient option, as your attorney will already have copies of the documents and will be familiar with their contents.
- At home: You can store your estate plan documents at home, either in a safe or in a secure location, such as a locked file cabinet or a fireproof safe.
- With a financial institution: Some financial institutions offer safe deposit box services, which can be a secure place to store your estate plan documents.
- With a trusted friend or family member: You can also consider entrusting your estate plan documents to a trusted friend or family member, who can keep them safe and make them available to your designated executor or attorney when needed.
It’s important to keep in mind that your estate plan documents should be accessible to your designated executor or attorney in the event of your incapacity or death. Be sure to provide clear instructions on how to access the documents and consider providing copies to your designated individuals.