Where is the best place to store estate plan documents?

April 1, 2008 · Print This Article

Q: Where is the best place to store estate plan documents?

A: The best place to store estate plan documents is in a secure location that others know of and that is easily accessible. Storing the documents in a safe deposit box that a friend knows of can be a good place as long as that friend knows where to get the keys. Hiding documents in a book or in a safe that no one has the combination forrenders the documents useless to both you and those that are trying to help you.

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