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How Estate Planning Is Like Real Estate, Elder Law Attorney, Woodstock, GA


Everyone knows that when looking to buy real estate location is usually the most important factor in the decision. Location is also extremely important in estate planning.

“Location, location, location” is a well-known cliché in real estate. The first thing realtors want to know about a house is where it is located. Estate planning attorneys are just as concerned with location, but for different reasons. In a recent article titled Location, Location, Location re: Estate Planning Documents,” The National Law Review explains why location is important to estate planning attorneys. Where your estate plan documents are located is an important part of ensuring that your plan is fulfilled as intended. If no one knows where everything is after you pass away, they will not be able to carry out your estate plan.

Location, however, is not the end of the subject. It does not do any good to tell someone where to find your estate plan if no one will be able to easily access the plan. For example, if you put your plan in a safety deposit box, the bank is not going to let just anyone access it after you pass away. Even if a family member goes to the bank with the key, unless the bank has prior authorization to allow that person to access your box after you pass away the bank will turn him or her away. A court order will be needed to access the box.

While you are thinking about where to store your estate plan documents, remember to think about how someone will be able to access them after you pass away. If you have questions about location and access, ask your estate planning attorney for suggestions.

Reference: The National Law Review (September 26, 2014) Location, Location, Location re: Estate Planning Documents

Hear From Our Clients
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I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce

Josh Nelson, and his staff, have been amazingly helpful to our family. The ins and outs of nursing homes, the rules and regulations that govern Medicare and Medicaid are daunting and the folks at Nelson Elder Care Law have been informative, responsive, and above all, empathetic. I cannot emphasize enough how their service has taken a weight off of our shoulders especially during a world pandemic that has targeted nursing homes across our country. I highly recommend retaining Josh and his firm!

- Marcia

I had a simple legal question to them that I needed answered and they very helpful in giving me the information I needed. I highly recommend them and will reach out to them if I need more advice or assistance. Thank you for taking your time to just answer a couple of questions I had!

- Ben