Category Archives: Safety Deposit Box

Avoiding Lost Documents

I frequently hear from clients who inquire about probating their family member’s estate that they cannot locate important documents of the deceased family member even though they know the documents existed.  So, what can you do to avoid this situation … Continue reading

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Avoid Pitfalls of a DIY Will

Self-preparation kits are becoming more popular but beware the hidden dangers of going it alone.  If you are going to purchase a self-preparation kit or online document, you should only view it as preparation for a meeting with a trained … Continue reading

Posted in Divorce, Estate Planning, Inheritance, Probate, Safety Deposit Box, Will challenge, Wills | Tagged , , , , , , , | Comments Off

Where Should You Keep Your Will?

I routinely provide my clients with suggestions on where to keep their will and other estate planning documents.  The original will is required for probate.  If only a copy can be found, the testator is presumed to have revoked the … Continue reading

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