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March Tip: Where should you store your original Will & other planning documents?
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Can you locate your original Will? Far too often I have clients who cannot locate the original and that can cause huge delays and expense...the very thing having a Will is designed to avoid.
Being able to locate your original Will is critical, so here are some tips on where to store these important documents and making them accessible to your loved ones:
1. Store in a fire proof safe at home rather than in a safety deposit box, which can be frozen or restricted to bank hours.
2. Make your executor and loved ones aware of where you keep your documents.
3. Consider keeping a medical ID card in your wallet or purse t hat alerts others to where you keep your documents.
Current clients, contact us for more details about our online emergency access cards.
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