Your Lawyers For Life
Your Lawyers For Life

Where should I keep my estate planning documents?

On Behalf of | Aug 22, 2022 | Estate Planning

Having an estate plan is essential for everyone, young and old. It is the most effective way for you to ensure that your assets will go to the right people. It is the legacy that you are passing down.

An estate plan not only applies to older people who have already lived most of their lives and who have worked an entire career to accumulate assets that they intend to bequeath to their heirs. Anything can happen at any time and your affairs should be in order no matter what your age.

Where do I keep my documents?

You should store your estate planning documents in a safe place. One secure place to put them is in a safe deposit box. Previously, people thought that a safe deposit box was not such a great place for storing documents because it is not always so easy to gain access to the safe deposit box. However, in more recent years, Florida state laws have been amended so that it is much easier to gain access.

Another safe choice is the estate planning attorney’s office or a place in your home that has a lock. The other concept connected to estate planning document storage is that the documents should be kept in a place that is easy to find, if someone needs to gain access to those documents. The other side of the coin on this is that they should be kept in a place where they cannot easily be lost or destroyed.

Advice from a Florida estate planning attorney

If you have decided to create an estate plan, the solid advice and support of a Florida estate planning attorney may help you a great deal. There are options to do it yourself but you may find that you really need to expertise of an attorney, who understands the legal nuances and fine details about which you may not be aware.

Once you have completed the estate planning process and you have stored your documents in a safe place, it is important to revisit those documents from time to time to make sure that they still reflect your wishes. Life has a way of changing sometimes and you will want to make sure that everything in your estate planning documents has remained true to what you want.