Where should I keep my estate plan?

You finished it! You completed your will, trust, financial power of attorney, and healthcare power of attorney! You have this handy dandy binder… and now what? Where does it go?

Answer: wherever you feel comfortable. That might mean a fire proof safe or your bookshelf.

Where ever you decide to put it, the key is this: tell someone (or many someones) that these documents exist AND where they are located. You do NOT need to tell anyone what the documents say, but it’s super helpful if someone can know that they exist somewhere.

There’s nothing worse than having a loved one rifle through all of your stuff and things wondering if anything exists. Or worse, initiating a probate because they can’t find your trust!

So put it somewhere safe… and then tell some people where that is.