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Protecting Your Legacy
For more than 35 years, individuals, families and businesses in Florida have relied on our law firm for help. You can too, call today for a free initial consultation.

Storage of Estate Planning Documents

Our Estate Planning clients frequently ask us about the safest place to store their original Wills.

In most cases, the original Will is the only one that the Court will admit to probate. That makes it very important to store your Will in a safe place, so that your family can find if necessary. Generally, we recommend the use of a fire proof safe or safety deposit box at a bank. If you choose to keep the Will at home, a fire proof safe can keep it safe in the event of a disaster, and provide easy access to your family in an emergency. Generally, it's best to make sure someone else knows the combination or has a key to ensure quick access when needed.

A safety deposit box can also be an excellent choice, but there are other concerns to take into account if you choose to store your Will at the bank. Most importantly, if you pass away and there is no other owner or signer with access to the deposit box, the bank will seal your safety deposit box. Your family will require a court order to get into it. That can be time consuming and expensive.

If your loved ones have left a Will in a safety deposit box, our office would be pleased to assist you to get a judge's order to enter the box and retrieve the Will. Please call us for a free consultation.

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