Clients often asked where to store original estate planning documents – wills, trusts, powers of attorney, and healthcare directives – for safekeeping. Estate Plan Storage is something that needs careful consideration. While there is no right or wrong answer to this question, your storage location must be somewhere accessible. Please consider the following:
Regardless of where you decide to store your original estate planning documents, make sure your family members, a trusted friend or advisor, or your estate planning attorney know where to find them. Otherwise, if your original documents can’t be easily located, then it may be legally presumed that you no longer liked what they said and purposefully destroyed them.
If you have any questions related to your estate plan, please contact us to schedule a consultation.
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