Where should I store my estate planning documents?

If you wish, you may provide the Estates Division of your county’s courthouse with a copy of your Last Will and Testament. Your estate will be administered in the county in which you are a resident upon your death. Do not put the original copy of the Will in a bank lockbox. This may create more work for your executor when he or she needs to obtain the Will. Where to store the documents is a personal decision based on your family’s circumstances. You may wish to provide a copy to your primary and secondary executors so that they know your wishes. Many clients choose to keep their estate planning documents in a fireproof safe in their home and provide copies to their executors or let them know where the documents are located. For more information, download Organizing Important Documents for your Family.