Required

Preserving Your Estate Planning Documents, Elder Law Attorney, Woodstock, GA


Once you have an estate plan that you are satisfied with, you need to preserve the documents. They should be stored in a place that protects them from harm and where they can be readily accessed after you pass away. We discuss some tips on how to do that.

Your estate plan is worth nothing if it is destroyed or if no one can find it after you pass away. In order for your directives to be followed, people have to be able to read what those directives are.

All too often, important estate planning documents are lost or accidentally destroyed.

Recently, LifeHealth Pro offered some suggestions regarding how to make sure your estate plan documents are safe in “5 Tips for keeping original paperwork of key estate planning documents.”

The LifeHealth Pro tips include:

  • Make sure the original documents are easy to find. This means that, at a minimum, someone else knows where you have them stored.
  • Make copies. If for some reason the originals cannot be found, the copies will alert people that the originals exist so they can look for them. However, be sure to destroy the copies if you change your estate plan. Otherwise, this can lead to needless confusion.
  • Use a safety deposit box to store the originals and make sure that the box can be easily accessed after you pass away. If you have a trusted executor, you might want to consider putting the executor’s name on the safety deposit box.
  • If you have a living will, it is a good idea to indicate in that document that you have a will, and who the executor is, so he or she can be notified.

These tips are just the starting point. Your estate planning attorney will have other recommendations for your unique circumstances.

Reference: LifeHealthPro (July 14, 2015) “5 Tips for keeping original paperwork of key estate planning documents.”

Hear From Our Clients
tes-prev
tes-next

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