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August 27, 2019

How to Store Estate Planning Files

by Jackson Watson in Estate Planning

Estate planning documents require to be kept securely, yet be offered, when needed. Here are 6 easy to implement tips on storing your estate planning documents.

u2022 Ask your estate planning lawyer if he keeps signed originals and the length of time he will do so.
u2022 Give a copy of your estate planning documents to a relied on loved one. Your successor trustee or executor would be a good option. They can keep these documents in their house for their easy reference and safe storage.

u2022Keep your estate planning files in your desk drawer or on a rack in your house office. Consider placing them in a fire safe, however make sure your trusted liked ones have the combination.
u2022Do not put your estate planning documents in your safe deposit box. They may not be accessible when needed due to banking hours and your relied on liked ones will have problem entering package. The files that authorize admittance will remain in package itself. That’s not good; that’s a hassle.

u2022Use a virtual document storage service to save your documents. Docubank (www.docubank.com) shops health care documents, contact info, and relevant health details, making it readily available 24/7/365 with one phone call.
u2022Keep your crucial papers and certificates with your estate planning files. This would include marital relationship, death, and adoption certificates; deeds and home loan agreements; updated lists of properties and accounts; list of account numbers with passwords, user ids, and pins; funeral instructions; agreements; letter to enjoyed ones; ethical wills; the most recent financial investment and savings account statements; and any other paperwork you deem to be important.

You’ve done all that work producing a good estate plan; follow these suggestions to ensure that your files are available when you require them. If you have any questions that weren’t answered in this article seek advice from a competent estate planning attorney.