Where should I keep estate planning documents?
It is important to keep estate planning documents in a safe and secure place where they can be easily accessed when needed. Here are some options for where to keep estate planning documents:
Safe deposit box: You can keep your estate planning documents in a safe deposit box at a bank or other financial institution. This provides an extra level of security, but it can make it more difficult to access the documents when needed, as the bank may have limited hours or require advance notice to access the box.
Fireproof safe: You can keep your estate planning documents in a fireproof safe in your home. This provides easy access to the documents, but it may not be as secure as a safe deposit box.
Attorney's office: You can keep a copy of your estate planning documents in your attorney's office. Many attorneys in Oregon will not keep original documents but will retain copies in their files.
Online storage: You can keep digital copies of your estate planning documents in an online storage service or with your attorney. This can provide easy access to the documents from anywhere, but it may raise security concerns if the documents are not properly encrypted or stored.
Regardless of where you choose to keep your estate planning documents, it is important to ensure that your executor, trustee, or other trusted individual knows where to find them and how to access them in the event of your incapacity or death. You may also want to consider providing copies of your estate planning documents to family members or other individuals who may be involved in the estate planning process.
