How to Shop Estate Planning Files
Estate planning documents require to be kept securely, yet be available, when needed. Here are 6 easy to carry out suggestions on storing your estate planning files.
u2022 Ask your estate planning lawyer if he maintains signed originals and the length of time he will do so.
u2022 Offer a copy of your estate planning documents to a relied on enjoyed one. Your follower trustee or executor would be a good choice. They can keep these files in their house for their simple referral and safe storage.
u2022Keep your estate planning documents in your desk drawer or on a rack in your house workplace. Consider putting them in a fire safe, however make certain your trusted loved ones have the combination.
u2022Do not put your estate planning documents in your safe deposit box. They might not be available when required due to banking hours and your relied on liked ones will have problem entering into the box. The files that authorize admittance will be in the box itself. That’s bad; that’s a hassle.
u2022Use a virtual document storage service to keep your files. Docubank (www.docubank.com) stores healthcare documents, contact information, and pertinent health information, making it available 24/7/365 with one phone call.
u2022Keep your important documents and certificates with your estate planning documents. This would consist of marriage, death, and adoption certificates; deeds and home mortgage contracts; upgraded lists of assets and accounts; list of account numbers with passwords, user ids, and pins; funeral instructions; contracts; letter to enjoyed ones; ethical wills; the most current investment and bank account statements; and any other documents you deem to be important.
You’ve done all that work creating an excellent estate plan; follow these tips to ensure that your files are readily available when you need them. If you have any concerns that weren’t responded to in this post speak with a competent estate planning lawyer.