Where should I store the documents memorialized in my estate plan?
The original documents that you have arising out of your estate planning should be kept safe. A lot of people use their safe deposit box at their bank. Others unfortunately will leave them at home, either in a lock-up or just in a drawer. The third possibility is to leave the originals with their attorney if their attorney will keep them. We keep them. Why do we keep them? This is because if the original will, trust, and other documents are held at our office or in another attorney's office, the initial process of settling an estate can be expedited.