Best Probate Attorneys in San Luis Obispo, CA

Where should you store your sensitive legal documents? The trouble with physical files Jennifer Dean, Esq. recently wrote a nice piece for the CEB Trust & Estates blog “Lessons from Finding Wills in the Couch Cushions”. In part, she observes that modern estate plans contain multiple documents, often becoming bulky. A single client typically has a trust, will, power of attorney, and more, with the volume doubling for married couples. Additional documents and traditional binders add to the bulk. Some professionals use envelopes instead of binders, while others keep the originals. After planning, professionals hand over these documents meant to last a lifetime. Yet, many clients mishandle or lose them, with some even storing them in unusual places, like couches. Despite advice, poor storage habits persist, and safe deposit boxes may be inaccessible. Educating clients on document storage is essential for effective estate planning, she says. #safedocumentstorage Not legal advice. Consult with a lawyer.