Safekeeping your estate planning documents

I received a call this week from a client who asked for copies of his estate planning documents because his had been destroyed in a fire. That got me thinking about all of the different scenarios that could play out which could result in losing the estate planning documents that you have gone through a lengthy process to create.  I, myself, am currently going through a house remodel and I have a hard time finding a pair of socks, let alone estate planning documents.  Moving from your existing home can also be a time when documents are misplaced.

With all this in mind, then, I would remind you to ask yourself, “Where are my original estate planning documents?”  Are they in a safe deposit box? In a home safe?  In a drawer somewhere?

Wherever they are, take the time now to put your estate planning documents in a safe place where you can access them.  Also, let others know, such as your immediate family members, successor trustees or personal representatives named in your Will, where they may find your documents when needed.  You, and they, will be glad you did.

Jon