If I choose to retain my originals, should I keep them in a safe deposit box?
Yes, you should keep your documents in a safe place such as a safe deposit box. However, please be sure to communicate with your trusted fiduciaries as to where you store your documents. It is exhausting looking for them, and only adds anxiety and grief. In addition, since banks will refuse entry without court order following death, be sure to have another individual named on the account in order to eliminate the need to go through probate proceedings just to find your documents. These small steps will help to make the process go smoothly for all involved.
Barry E. Haimo, Esq.
Strategic Planning With Purpose
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