Where Do You Store Your Estate Planning Documents?

If you’ve taken the time to handle your estate planning affairs, then you also need to make sure that you’ve stored your documents in a safe place.  This will allow you to always have your plans accessible, and will keep them free from damage or theft.  Many people don’t consider their storage techniques. Take a look at the following information, for helpful advice.  If you have any questions, or if you’d like to begin your estate planning affairs, contact an estate planning attorney.

 

• You can place your estate planning documents and other important papers in a desk drawer in your home office.
• Consider storing your documents neatly on a top shelf in your home office.  This can keep your plans away from children and pets. Make sure that others know where your plans are located.
• You may want to give a copy of your documents to a close friend or family member.  This provides a backup plan, in case your documents are ever stolen, lost, or damaged.  You should only give copies of your plans to someone that you trust.
• Consider using a fireproof container for your documents. This can keep your plans away from damage.  It can also help to keep your documents from being stolen.

If you choose to lock your documents, make sure that someone else knows the combination.  This makes it possible for friends and family members to access your documents during your time of need.   It can be a good idea to put a note with combination information with copies of your planning.

 

Don’t be careless with your documents.  Since you’ve taken the time to plan, you need to make sure that you’re documents will always be accessible when you need them most.

If you have any questions, or if you’d like more estate planning storage advice, consult with a qualified estate planning attorney.