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If you have recently created an estate plan or you are thinking about starting one soon, you might be wondering, “What do you do with all those documents, especially your Last Will and Testament?”

Long ago, Last Will and Testaments were printed on thick, luxe paper with a certain “important” feel. As a result, people kept their Last Will and Testaments in lock boxes, safety deposit boxes, or in some other out-of-the-way spot for safekeeping.  

Older generations also go to great lengths to protect their privacy and maintain their independence. They feel a sense of personal obligation to keep their wishes, worth, and generosity secret.

This can become problematic if, upon death, either suddenly or expected, nobody knows where these important documents were kept or how to access them. 

Fortunately, in this day and age where technology plays a massive part in our lives, there are other ways to keep your will safe while ensuring that the necessary people have easy access to it when needed.  

  • Ask for digital copies of your estate planning documents, including your Last Will and Testament.  
  • Give a copy (or the original) to a trusted professional like your attorney or financial advisor. 
  • Make sure someone you trust in your family knows where to locate the documents.
  • Share any passwords or codes needed to access the location of your documents.

If you have concerns about the safety or safekeeping of your estate planning documents, contact us.

We specialize in educating and helping you protect what you have for the people you love the most. Contact us to learn more about how we can help.

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