Where to keep Last Will and Testament Estate Plan | Dallas Estate Planning Lawyer

We often get asked this question from our clients following the signing of their estate planning documents. 

We first start with where NOT to keep your Will. Do not keep your Will in a safe deposit box, especially if you’re the sole owner of the box.

Here’s Why: In order to gain access to the box, the bank generally requires some type of order from the Court. An order from the Court not only causes a delay, but also adds an unnecessary expense for your loved ones. 

Instead, we recommend that our clients keep their original Will in a fireproof lockbox or safe inside their home. Keeping the documents in a lockbox or safe will make them readily available. We also stress to our clients to give someone the information to get into the lockbox or safe so they can have access to the documents when needed, without added stress or delay. This can be someone such as your named executor or a trustworthy loved one.

Remember: You’ve spent time and money on your estate planning documents – Make sure they’re in a safe place and readily available.

Do You Need To Speak With An Experienced Estate Planning Lawyer In The Dallas Area?

If you need to speak to an experienced estate planning attorney please contact us online or call our Dallas office directly at 214.559.7202. We help clients throughout the Dallas area with all of their estate planning needs and look forward to helping you.

Lori Ashmore Peters
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Helping Dallas, Park Cities, Highland Park Texas Area Families with Estate Planning, Probate & Litigation