Our Clients Are Treated Like Family

The best places to keep your will

On Behalf of | Jan 10, 2019 | Uncategorized

You always want to retain a physical copy of your last will and testament and not solely rely on digital files. While some places will tell you that it’s fine to make a will online, it is usually better to create one with the guidance of an attorney. 

After making a will, you need to keep it in a safe place. You want to be certain you tell the executor of the will where you kept it so that he or she can locate it upon your passing. It is ideal to have multiple copies of your will and to keep each one in a secure location.

In a safe at your home

It is good to have a copy in your house in case you want to review the document to see if alterations are necessary. You do not want it out in the open where anyone can see it. Keep it in a safe along with other valuable possessions. This will protect it in the event your home succumbs to fire or flooding. The only other person who should have the combination to the safe is the executor of your estate.

With the probate court

Many local probate courts will hold onto estate planning documents for a nominal fee. However, it does come with drawbacks. This course of action will not help you if you decide to move to another state or if you decide to change your will later. 

At your law firm

After creating a will, you can ask your lawyer to retain a copy. This is advantageous if you plan on retaining the services of this attorney as it will be easy to change the will in the future. You should inform the executor of your estate that a copy of the will is with the lawyer so he or she knows where to go.

Categories

Archives