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Home » Blog » How Should You Store Your Estate Plan Documents?

How Should You Store Your Estate Plan Documents?

July 12, 2010 by Roger Levine, Estate Planning Attorney

The best place to store your estate plan documents is a safe yet easily accessible place. You should not leave your Estate Plan lying around on your desk or just placed in a closet in your bedroom!

Safe Deposit Box

Many people keep their Estate Planning documents in a safe deposit box. However, this might not be your best option. If the box is only in your name without a joint owner then your family may need a court order to open the box once you pass away. This will only add to legal complications.

If you do want to keep your Estate Planning documents in a safe deposit box then ensure that you have a joint owner or a person designated to have access (sometimes referred to as a Deputy).

At Home and In Office

Most people like to store their estate plan at home or in the office in a place that is protected from water and fire. Some people like to use a personal safe. If you choose this option, you’ll need to let a trusted person know of the combination to the safe. If you choose to store your documents on a shelf or in a filing cabinet, try using a high shelf or an upper cabinet, in case of a flood.

With Your Attorney

Your estate planning attorney should always have copies of your documents if you keep the originals with yourself. The court considers a person to have died intestate if an estate plan cannot be found. That is why documents should be accessible when required.

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Roger Levine, Estate Planning Attorney
Roger Levine, Estate Planning Attorney
Roger N. Levine is a co-founder of the East Brunswick, New Jersey law firm of Levine, Furman & Rubin, LLC.
Roger Levine, Estate Planning Attorney
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Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

Levine, Furman & Rubin, LLC

East Brunswick (Main Office)
F-3 Brier Hill Ct.
East Brunswick, NJ 08816
Phone: (732) 238-6000
Fax: (732) 238-6055

Map/Location

Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Jackson (Satellite Office)

19 N County Line Road Suite 3
Jackson, NJ 08527
Phone: (732) 238-6000
Fax: (732) 238-6055
Map

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
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