Contact us now
(805) 485-0002

How to Store Estate Planning Documents

Estate planning documents require to be stored securely, yet be available, when required. Here are 6 simple to execute suggestions on saving your estate planning documents.

Ask your estate planning attorney if he retains signed originals and for how long he will do so.
Provide a copy of your estate planning documents to a trusted liked one. Your follower trustee or administrator would be an excellent choice. They can keep these documents in their house for their easy recommendation and safe storage.

Keep your estate planning files in your desk drawer or on a rack in your home workplace. Think about positioning them in a fire safe, but make certain your relied on enjoyed ones have the combination.
Do not put your estate planning documents in your safe deposit box. They may not be available when needed due to banking hours and your relied on enjoyed ones will have difficulty getting into the box. The files that authorize admittance will remain in the box itself. That’s bad; that’s a hassle.

Use a virtual file storage service to keep your files. Docubank (www.docubank.com) stores health care files, contact info, and essential health details, making it readily available 24/7/365 with one phone call.
Keep your essential papers and certificates with your estate planning documents. This would include marital relationship, death, and adoption certificates; deeds and home loan agreements; upgraded lists of possessions and accounts; list of account numbers with passwords, user ids, and pins; funeral instructions; contracts; letter to loved ones; ethical wills; the most recent investment and checking account statements; and any other documents you consider to be essential.

You have actually done all that work developing an excellent estate plan; follow these suggestions to make sure that your documents are offered when you require them. If you have any concerns that weren’t responded to in this article talk to a certified estate planning attorney.