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 the help of an Estate Planning Attorney in Dallas, Texas?
Call our office at 214-559-7202 or contact us online to schedule a consultation with one of our experienced estate planning attorneys.