In an article titled “Estate Planning: Importance of original estate planning documents,” Lake County News suggests that a bank safety deposit box is a good place to store your original will and other estate planning documents.
While that is true, it comes with a caveat.
Someone else needs to be on record at the bank having lawful access to the box. Otherwise, the bank will require a court order to grant access.
Ask your estate planning attorney where he or she suggests you store your important estate planning documents. Some attorneys are happy to keep the originals for their clients, while other attorneys are reluctant to assume that liability.
If your attorney does not provide that service, then he or she likely will know a safe place in your area.
