Nearly 5 years ago, I wrote an article about what to do when you can’t find the Will of the decedent.
Recently, Lifehacker revived the Wall Street Journal‘s handy article reminding us that we all ought to revisit where and how we store important documents for easy access and peace of mind.
I’ve never been a big advocate for storing client’s estate planning documents (Last Wills, Living Trusts, etc…) simply because there is too much potential liability. Unfortunately, I’ve never had any foolproof ideas for securely storing sensitive documents and data either.
Safe deposit boxes seem to be an obvious option, but in Florida, a court order is usually required to access an SDB by anyone other than the lessor/owner of the SDB.
So if you’re going to keep your documents at home, check out the link for some document storage inspiration.Google+