Estates Made Simple

Storing Your Will: Best Options


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This podcast episode is focused on the importance of storing estate planning documents safely, particularly the will, power of attorney document, and personal directive. It is important to have access to these documents in case of incapacity or death, as not having the original documents can cause delays and costs in the administration of the estate. 

Overall, the episode emphasizes the importance of having the original estate planning documents and storing them safely. It is recommended that individuals seek legal advice and professional advice to understand their roles and responsibilities in handling these documents. 

Key points:

  • The will, power of attorney document, and personal directive are the three key documents to consider 
  • Multiple copies of the power of attorney and personal directive can be helpful, but only one original will exist.
  • The two main options for storing a will are with a family member or friend who is appointed executor, or with a professional executor.
  • The most important thing is that the executor or attorney appointed knows where to find the documents and how to access them.
  • If the original will cannot be found, it can cause problems with determining the beneficiaries and the authority of the executor.

Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
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Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
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Estates Made SimpleBy Jenna Carvalho & Gordon VanderLeek