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Do You Know Where Your Estate Documents Are?

August 19, 2019

Nearly half of all Americans have no estate plan at all, so you’re to be commended if you’re ahead of that curve. But once you’ve dotted all the I’s and crossed all the t’s, it’s time to make sure you’ve secured these documents so that you or a trusted advisor can access them in the event of an emergency.

Your estate planning attorney might be able to help you store your documents, but have a conversation about this first to ensure you know what’s happening to your materials. Most law firms today use fireproof, locked file cabinets. Sometimes an offsite storage facility might also be used if your law firm is located in a big city.

Although most people still want their attorney to hold on to the original documents, this does not mean this is your only option. Some lawyers have turned to providing clients with the originals due to security or storage space concerns. Most people might consider a safe deposit box as the first place to put something like your powers of attorney and will, but the ability to get into such a box is limited. If something happens to you, another person will have to get court authority in order to access the box. And most likely your loved ones can’t get that court authority because the documents to show their rights are in the box.

A fireproof safe is a great way to protect your key documents and ensure that you know where they are at all times. The safe is the right place to keep the originals and you can store other copies elsewhere. Go back to review your documents on a regular basis and make sure to update any originals in the safe as well as where you’ve stored copies if you make big changes or replace a document entirely.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more