Storing Estate Plan Documents

Jan 31, 2025

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Creating an estate plan is crucial to ensure that your wishes are carried out and your loved ones are protected. Once properly prepared and executed, it is important to keep your original estate plan documents safe and accessible. Organizing other vital records and information can create a simplified experience for your loved ones during a difficult time. Let’s discuss options for how to organize and secure your estate plan documents and other essential information.


Estate Plan Documents

Your estate plan documents may include your Will, Trust, Power of Attorneys, and Declaration to Physicians. Since the courts, banks and other institutions require original documents, you will want to keep them safe and accessible. Below are some storage options to consider:

  • Fireproof and Waterproof Safe: A sturdy home safe that is both fireproof and waterproof is an excellent option. Ensure the safe’s location, key or access code is known by your agents with power of attorney, personal representatives or trustees.
  • Safety Deposit Box: While this is a secure option, remember that access might be restricted after your death without the right permissions. Always make sure your agents with power of attorney, personal representatives or trustees know the location and are permitted access and know where the key is kept.
  • Attorney’s Office: Some people choose to keep their original estate plan documents with their attorney. This ensures they are kept in a secure location and can be easily accessed when needed.
  • Copies: While copies are not a replacement for original documents, having copies can be useful for quick reference.

No matter where you choose to store your estate plan documents, make sure your trusted individuals are informed of their location and have access when needed.

Essential Information

In addition to your estate planning documents, there are other documents and information that can be beneficial to keep together. These can be financial account details, passwords, insurance policies, and real estate documents. It’s crucial to store this information securely while also making it accessible to your trusted individuals. Regularly updating and reviewing this information ensures it remains accurate and current. This careful organization helps maintain an orderly process, preventing unnecessary stress and confusion during difficult circumstances.

FREE CONSULTATIONS

Having your estate plan documents prepared correctly and stored securely is vital. At Pedersen Law Office we understand that thorough preparation guarantees a smoother, stress-free process for your loved ones during challenging times. We offer free consultation to discuss your specific circumstances, needs and goals to prepare an estate plan that is right for you and your family. Our law office serves the communities of Appleton, Menasha, Neenah, Oshkosh, Green Bay and their surrounding areas.



Category: Wills & Trusts

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