A Will can be stored in your home in a personal safe, a locked filing cabinet, or in another safe location. If you store your Will in a location that requires a combination, password, or key for entry, be sure to share that information with someone you trust, such as your spouse, your adult children, or your attorney.
Storing Your Will With An Attorney
Many estate attorneys and personal attorneys are able to store your Will in a secure location in his or her office. If you choose to store it with your attorney, be sure to tell your family that you’ve done so. Hugg & Associates, PLLC
Safe Deposit Box
Unless the box is jointly managed (and your survivors are authorized to access the safe deposit box), likely a bank requires a court order to access the box. There is nothing wrong with this, however, there may be an extra step or two in the probate process.
Informing People Where Your Will Is Stored
Wherever you store your Will, make sure that important people you trust—your spouse, adult children, attorney, etc…—know where it’s located so that they can easily locate and access the document when the time comes.
Hopefully you already have your comprehensive plan covering finances, legal, housing and care stored in place. If you don’t have a comprehensive plan yet, this is the time to get started. Do some homework and seek out professional assistance.