Where Should I Store My Estate Plan? (Video)

The best made plans are useless if nobody can find them.

Quite often people are surprised that we give them their plan in a notebook and it is quite full.

Here are a few suggestions for storing your plan:

• Rent a drawer at the bank.  Make sure the important people in your plan have access to the safety deposit drawer.
• Buy a small fire proof safe or gun safe to keep it in.
• Buy a fireproof box big enough for the plan
• Keep it on the shelf

No matter what option you use, the important people playing parts in your plan need to know where it is or know where to get instructions as to where it is.