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Storing original wills and other estate documents safely

| Aug 21, 2019 | Wills |

Taking the steps to create an estate plan is a major endeavor. California residents need to assess many small details of their lives and make major decisions about extremely personal topics. As a result, it is important that wills and other planning documents are kept safe.

When it comes to keeping estate planning documents safe, especially the original copies, the task goes beyond simply filing them away in a place that individuals will remember. Any number of unfortunate incidents could befall a person, including a house fire that destroys the original documents. It is important that parties take the time to determine where and how they can keep their documents safe. For many people, an ideal situation is to leave the original documents with an attorney.

Of course, having an attorney keep the documents is not always a viable option. Fortunately, there are other methods individuals could utilize. Some people may immediately think that a safe deposit box is the best way to go, but actually, placing the original documents in this box could prevent others from accessing the documents when the time comes to use them. Instead, parties may want to consider investing in a fireproof safe and ensuring that they have copies of their documents.

After going through the process of creating an estate plan, California residents certainly want their surviving loved ones to have easy access to their original wills and other documents. If individuals have concerns about where to store their documents, they may wish to discuss their options with their attorneys. Many legal professionals have safe storage options, and if not, they can help explain various options that could be useful.

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