Where should I store my important and original estate planning documents?
You will want to store these documents in a safe and secure location such as a fire proof home safe. You will want to notify named personal representatives of where to locate these documents when it becomes necessary to utilize same. It is also recommended that you complete our “Personal Records Planner” which will set forth all of your personal information and location of important documents for your personal representative. If you are wanting to store your original documents in a safety deposit box with a bank, keep in mind that your personal representatives will not have access to same unless they are listed as an authorized individual on your account. For more information on estate planning.