Where Should I Keep My Will?

November 6, 2019

If you already created your own will without the help of an attorney, it’s still a good idea to have a lawyer review your document to ensure it’s in line with state laws. While a DIY will might seem like the easier route to go, the costs associated with making a mistake on a DIY will can follow your loved ones for many years.

Having the peace of mind of speaking with an attorney gives you the chance to correct anything inside the will that could potentially render it invalid. Furthermore, you can discuss safe places to store your will document after it’s been fully executed.

Your original will should be stored in a safe and fireproof location. Most people assume that a safety deposit box is the best place to store critical documents, including your will and even funeral or memorial instructions. The problem with this approach is if none of your loved ones know where to find this information or if they can’t get to it in time for it to be useful.

More immediate documents like your desires concerning a funeral or instructions from the plans you’ve made in advance could be stored with your estate planning lawyer or a close family member or friend. Someone else should know where to locate this information should it become necessary.

Your original will should be stored in a safe location as mentioned above, but you can keep copies elsewhere. Signed copies of the will are important in the event that the original is destroyed. It’s your job to make sure that you’ve taken as many proactive steps as possible to make it easier for your loved ones if you suddenly pass away.

While it’s a difficult subject to approach, your foresight and planning can help your loved ones in a challenging time.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>