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Your Estate Planning Documents Signed – Now What?

You’ve just finished signing your estate planning documents. Now you can breathe just a bit easier knowing this task can be checked off your list. You’re almost to the finish line, but what about questions such as:

  • Cytonn-photography-604680-unsplashWhere should I store these documents?
  • Who should be aware of the storage location?
  • Who should have access to these documents?
  • When should anyone have access to these documents?
  • Do I need to update documents periodically?
  • What if I want to make changes?

The goal of estate planning is to assure that you do not have outdated documents gathering dust in a corner where no one else knows about them; rather, the goal is to have documents which reflect your current wishes available, if needed, to the appropriate person or people.

Take a few minutes and discuss these important follow-up issues with your attorney.  If you want to get started on your estate planning documents, just click here and give us a little information and we'll take it from there.

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