Who should keep the originals of my signed estate planning documents? You should, but they must be stored in a place of safe-keeping. A bank safe deposit box is the best place (they are no longer sealed by the bank when you pass away). Home “fireproof” safes are not the best: they are fire-retardant, not fireproof. Remember, there may be persons who will benefit if your original documents are NOT found. One more thing: make certain that the person who will be in charge of your affairs knows where the key to the safe deposit box is kept.
-Attorney Jack N. Alpern
Latest posts by Jack N. Alpern, Estate Planning Attorney (see all)
- The Inflation Reduction Act - September 13, 2022
- How Do I Trust Thee…Part II - July 1, 2022
- How Do I Trust Thee…Part I - July 1, 2022
