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:
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.”
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