Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Ty McDuffey
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
Most estate planning lawyers are responsible for keeping their customers' original wills and other papers.
Lawyers do this for two reasons:
For starters, they are often better able to keep the originals secure and accessible when required.
Second, there is the hope that, when the time comes, the client's family will return and hire the attorney or their company to assist with the probate of the client's estate.
However, retaining original papers poses various problems that should be discussed and answered.
These four questions will be addressed in this article:
How long does the legal firm have to keep the original will?
Is it a lawyer's responsibility to find out when a client dies?
Do attorneys have to offer to keep original wills and other documents?
When a lawyer retires, what happens to an original will?
Where Can I Locate the Will of a Loved One?
Your loved one may have already notified you if you're a designated party in their will.
As a trustee or executor, you may have obtained a replica of the will or been informed of its whereabouts.
Most individuals maintain a will in a secure location, such as the following:
Deposit boxes at a bank
A safe at home
With the assistance of an estate lawyer
When you have to locate a will, contact your state's Register of Wills or probate tribunal to verify that the will has been documented.
In Maryland, for instance, for a one-time charge, a person may submit a will to the court. It is then sealed and held until it is returned to the individual who submitted it or their agents after their passing.
Following the death of a loved one, their will is normally submitted to their state's probate court.
Wills Filed to the Probate Court Are Part of the Public Record
Although you may not be able to look at the complete will, you may request to examine whatever papers have been submitted to the probate court.
Who Receives Copies of a Will?
The state determines how wills are administered and processed based on where the dead individual resided.
In most circumstances, wills are probated after an individual's passing.
If the individual registered their will, their state would certainly inform their heirs and any executor appointed.
If no executor is designated, the state can choose one, or the heir may be held accountable.
Executors are typically the individual who selects who receives a duplicate of the will. Most of these will be those who are directly touched by its conditions.
This might include:
The executor of the estate
Trustees
Previous beneficiaries or heirs
Individuals with medical POA
A bookkeeper
Tax authorities at the state and federal levels
How long does the legal firm have to keep the original will? The answer is indefinite unless the firm and the customer have another agreement.
Lawyers must keep these documents safe, even if they have lost track of the customers.
Is it a Lawyer's Responsibility to Find Out When a Client Dies?
No, it is not.
In smaller locations where the lawyer is more likely to learn of a client's death, the lawyer will inform the family that they have the original paperwork.
If a lawyer learns of a client's death but is not hired to help with probate administration, the will must be filed with the relevant probate court within 30 days of the client's death.
However, in the absence of information about the death, they are not responsible for investigating death records for all of their customers to determine whether they have died.
Increasingly, attorneys are declining to provide this service. It turns out to be more bother than it is worth.
Lawyers and legal firms are increasingly deciding that they do not want to take on the obligation and cost of maintaining original papers for their clients, particularly if they are becoming paperless in all other respects.
When a Lawyer Retires, What Happens to an Original Will?
If the lawyer is part of a larger practice, the firm will keep the original papers.
However, solo practitioners might relocate their will files to their garages, continuing to produce originals when required for as long as they can.
In some circumstances, the retired attorney dies, and their spouse or children throw away the papers if they cannot find another firm to take them on.
To reduce the number of paper files in law offices, many lawyers now only keep original wills and durable powers of attorney for clients.
Copies of other original papers, such as trusts and health care proxies, often function as originals, so retaining them for protection is less important.
In reality, wills are becoming less necessary as individuals bypass probate via trusts, beneficiary designations, and joint ownership.
Related: Do Wills Expire? 6 Things To Know
What Happens if a Dead Person's Original Will Cannot Be Found?
If a will is lacking because the dead person revoked it on purpose, a previous will or intestate succession rules will decide who inherits the deceased person's estate.
If a will has been lost because it was housed in a vault damaged in a fire, the court may take a copy (or the lawyer's computer file or draft). Nonetheless, the court will demand proof that the departed signed the authentic correctly.
Check desk drawers, file cabinets, the boxes in the back of the attic, floor or wall safes, glove compartments, garages, automobile trunks, and even inside pages of a magazine and beneath mattresses!
Second, determine if the departed had a safe deposit box.
Keys to a safe deposit box are often huge, made of silver or aluminum, and marked "do not duplicate."
When you come across such a key, contact every bank where the departed had a savings or checking account to identify the location of the safe deposit box.
Know that the bank may need a court order before granting you the contents in the box.
Investigate: see if you can find the attorney who created the will's letterhead or business contact info.
Review all checkbooks for checks to legal firms. You may have to scour many years of records since individuals seldom modify their estates.
If you are unable to locate information on a lawyer, get in touch with any other counsel that the individual hired, such as a CPA, financial planner, or insurance agent. They may have known the deceased's attorney.
Fifth, speak with the deceased's friends. They are often witnesses to wills or may have been informed where the document was stored or who created it.
Lastly, contact the court in the county where the dead resided in the state. If the will were filed, it would be accessible for public inspection.
If you are still unable to locate the will, you should consult with an attorney to decide how the estate will be resolved without a will.
With the difficulty of locating a misplaced will, you should notify the deceased's lawyer, as well as their appointed trustee, executor, and other trustworthy persons, of the whereabouts of any original estate planning papers.
If you store your original will in a bank deposit box, ensure the box is owned by your living trust (so your successor can access the box after your death without a court order).
Suppose you store your original will in a safe in your home. Make sure your family knows where to obtain the key or the combination if you die and the box is shut.
It would help if you informed people of the whereabouts of your will. Otherwise, your efforts in creating the will might be in vain. An original will that can't be discovered is the same as having no will.
Some Recommendations Regarding Original Documents
It is critical to keep paperwork in a secure, easily accessible area.
You need immediate access to original records, particularly in medical emergencies.
For instance, suppose you are the agent designated in someone's power of attorney or advance directive. You must use the power conferred in the agreement to make quick and important medical choices one weekend.
However, the original records are kept at an attorney's office and are not accessible to you.
Having the originals in a convenient location might minimize a delay in getting someone the treatment they need.
How Trustworthy Can Help
Many individuals wonder where to keep their last will once they've written one. Before putting it in a plastic bag in your freezer, remember that you have other choices for carefully storing your will.
Trustworthy provides a safe, accessible place to store your estate planning documents. You can rest assured that your family will have access to your final wishes when you sign up for a free 14-day trial.
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Ty McDuffey
April 15, 2023
|
Most estate planning lawyers are responsible for keeping their customers' original wills and other papers.
Lawyers do this for two reasons:
For starters, they are often better able to keep the originals secure and accessible when required.
Second, there is the hope that, when the time comes, the client's family will return and hire the attorney or their company to assist with the probate of the client's estate.
However, retaining original papers poses various problems that should be discussed and answered.
These four questions will be addressed in this article:
How long does the legal firm have to keep the original will?
Is it a lawyer's responsibility to find out when a client dies?
Do attorneys have to offer to keep original wills and other documents?
When a lawyer retires, what happens to an original will?
Where Can I Locate the Will of a Loved One?
Your loved one may have already notified you if you're a designated party in their will.
As a trustee or executor, you may have obtained a replica of the will or been informed of its whereabouts.
Most individuals maintain a will in a secure location, such as the following:
Deposit boxes at a bank
A safe at home
With the assistance of an estate lawyer
When you have to locate a will, contact your state's Register of Wills or probate tribunal to verify that the will has been documented.
In Maryland, for instance, for a one-time charge, a person may submit a will to the court. It is then sealed and held until it is returned to the individual who submitted it or their agents after their passing.
Following the death of a loved one, their will is normally submitted to their state's probate court.
Wills Filed to the Probate Court Are Part of the Public Record
Although you may not be able to look at the complete will, you may request to examine whatever papers have been submitted to the probate court.
Who Receives Copies of a Will?
The state determines how wills are administered and processed based on where the dead individual resided.
In most circumstances, wills are probated after an individual's passing.
If the individual registered their will, their state would certainly inform their heirs and any executor appointed.
If no executor is designated, the state can choose one, or the heir may be held accountable.
Executors are typically the individual who selects who receives a duplicate of the will. Most of these will be those who are directly touched by its conditions.
This might include:
The executor of the estate
Trustees
Previous beneficiaries or heirs
Individuals with medical POA
A bookkeeper
Tax authorities at the state and federal levels
How long does the legal firm have to keep the original will? The answer is indefinite unless the firm and the customer have another agreement.
Lawyers must keep these documents safe, even if they have lost track of the customers.
Is it a Lawyer's Responsibility to Find Out When a Client Dies?
No, it is not.
In smaller locations where the lawyer is more likely to learn of a client's death, the lawyer will inform the family that they have the original paperwork.
If a lawyer learns of a client's death but is not hired to help with probate administration, the will must be filed with the relevant probate court within 30 days of the client's death.
However, in the absence of information about the death, they are not responsible for investigating death records for all of their customers to determine whether they have died.
Increasingly, attorneys are declining to provide this service. It turns out to be more bother than it is worth.
Lawyers and legal firms are increasingly deciding that they do not want to take on the obligation and cost of maintaining original papers for their clients, particularly if they are becoming paperless in all other respects.
When a Lawyer Retires, What Happens to an Original Will?
If the lawyer is part of a larger practice, the firm will keep the original papers.
However, solo practitioners might relocate their will files to their garages, continuing to produce originals when required for as long as they can.
In some circumstances, the retired attorney dies, and their spouse or children throw away the papers if they cannot find another firm to take them on.
To reduce the number of paper files in law offices, many lawyers now only keep original wills and durable powers of attorney for clients.
Copies of other original papers, such as trusts and health care proxies, often function as originals, so retaining them for protection is less important.
In reality, wills are becoming less necessary as individuals bypass probate via trusts, beneficiary designations, and joint ownership.
Related: Do Wills Expire? 6 Things To Know
What Happens if a Dead Person's Original Will Cannot Be Found?
If a will is lacking because the dead person revoked it on purpose, a previous will or intestate succession rules will decide who inherits the deceased person's estate.
If a will has been lost because it was housed in a vault damaged in a fire, the court may take a copy (or the lawyer's computer file or draft). Nonetheless, the court will demand proof that the departed signed the authentic correctly.
Check desk drawers, file cabinets, the boxes in the back of the attic, floor or wall safes, glove compartments, garages, automobile trunks, and even inside pages of a magazine and beneath mattresses!
Second, determine if the departed had a safe deposit box.
Keys to a safe deposit box are often huge, made of silver or aluminum, and marked "do not duplicate."
When you come across such a key, contact every bank where the departed had a savings or checking account to identify the location of the safe deposit box.
Know that the bank may need a court order before granting you the contents in the box.
Investigate: see if you can find the attorney who created the will's letterhead or business contact info.
Review all checkbooks for checks to legal firms. You may have to scour many years of records since individuals seldom modify their estates.
If you are unable to locate information on a lawyer, get in touch with any other counsel that the individual hired, such as a CPA, financial planner, or insurance agent. They may have known the deceased's attorney.
Fifth, speak with the deceased's friends. They are often witnesses to wills or may have been informed where the document was stored or who created it.
Lastly, contact the court in the county where the dead resided in the state. If the will were filed, it would be accessible for public inspection.
If you are still unable to locate the will, you should consult with an attorney to decide how the estate will be resolved without a will.
With the difficulty of locating a misplaced will, you should notify the deceased's lawyer, as well as their appointed trustee, executor, and other trustworthy persons, of the whereabouts of any original estate planning papers.
If you store your original will in a bank deposit box, ensure the box is owned by your living trust (so your successor can access the box after your death without a court order).
Suppose you store your original will in a safe in your home. Make sure your family knows where to obtain the key or the combination if you die and the box is shut.
It would help if you informed people of the whereabouts of your will. Otherwise, your efforts in creating the will might be in vain. An original will that can't be discovered is the same as having no will.
Some Recommendations Regarding Original Documents
It is critical to keep paperwork in a secure, easily accessible area.
You need immediate access to original records, particularly in medical emergencies.
For instance, suppose you are the agent designated in someone's power of attorney or advance directive. You must use the power conferred in the agreement to make quick and important medical choices one weekend.
However, the original records are kept at an attorney's office and are not accessible to you.
Having the originals in a convenient location might minimize a delay in getting someone the treatment they need.
How Trustworthy Can Help
Many individuals wonder where to keep their last will once they've written one. Before putting it in a plastic bag in your freezer, remember that you have other choices for carefully storing your will.
Trustworthy provides a safe, accessible place to store your estate planning documents. You can rest assured that your family will have access to your final wishes when you sign up for a free 14-day trial.
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Ty McDuffey
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
Most estate planning lawyers are responsible for keeping their customers' original wills and other papers.
Lawyers do this for two reasons:
For starters, they are often better able to keep the originals secure and accessible when required.
Second, there is the hope that, when the time comes, the client's family will return and hire the attorney or their company to assist with the probate of the client's estate.
However, retaining original papers poses various problems that should be discussed and answered.
These four questions will be addressed in this article:
How long does the legal firm have to keep the original will?
Is it a lawyer's responsibility to find out when a client dies?
Do attorneys have to offer to keep original wills and other documents?
When a lawyer retires, what happens to an original will?
Where Can I Locate the Will of a Loved One?
Your loved one may have already notified you if you're a designated party in their will.
As a trustee or executor, you may have obtained a replica of the will or been informed of its whereabouts.
Most individuals maintain a will in a secure location, such as the following:
Deposit boxes at a bank
A safe at home
With the assistance of an estate lawyer
When you have to locate a will, contact your state's Register of Wills or probate tribunal to verify that the will has been documented.
In Maryland, for instance, for a one-time charge, a person may submit a will to the court. It is then sealed and held until it is returned to the individual who submitted it or their agents after their passing.
Following the death of a loved one, their will is normally submitted to their state's probate court.
Wills Filed to the Probate Court Are Part of the Public Record
Although you may not be able to look at the complete will, you may request to examine whatever papers have been submitted to the probate court.
Who Receives Copies of a Will?
The state determines how wills are administered and processed based on where the dead individual resided.
In most circumstances, wills are probated after an individual's passing.
If the individual registered their will, their state would certainly inform their heirs and any executor appointed.
If no executor is designated, the state can choose one, or the heir may be held accountable.
Executors are typically the individual who selects who receives a duplicate of the will. Most of these will be those who are directly touched by its conditions.
This might include:
The executor of the estate
Trustees
Previous beneficiaries or heirs
Individuals with medical POA
A bookkeeper
Tax authorities at the state and federal levels
How long does the legal firm have to keep the original will? The answer is indefinite unless the firm and the customer have another agreement.
Lawyers must keep these documents safe, even if they have lost track of the customers.
Is it a Lawyer's Responsibility to Find Out When a Client Dies?
No, it is not.
In smaller locations where the lawyer is more likely to learn of a client's death, the lawyer will inform the family that they have the original paperwork.
If a lawyer learns of a client's death but is not hired to help with probate administration, the will must be filed with the relevant probate court within 30 days of the client's death.
However, in the absence of information about the death, they are not responsible for investigating death records for all of their customers to determine whether they have died.
Increasingly, attorneys are declining to provide this service. It turns out to be more bother than it is worth.
Lawyers and legal firms are increasingly deciding that they do not want to take on the obligation and cost of maintaining original papers for their clients, particularly if they are becoming paperless in all other respects.
When a Lawyer Retires, What Happens to an Original Will?
If the lawyer is part of a larger practice, the firm will keep the original papers.
However, solo practitioners might relocate their will files to their garages, continuing to produce originals when required for as long as they can.
In some circumstances, the retired attorney dies, and their spouse or children throw away the papers if they cannot find another firm to take them on.
To reduce the number of paper files in law offices, many lawyers now only keep original wills and durable powers of attorney for clients.
Copies of other original papers, such as trusts and health care proxies, often function as originals, so retaining them for protection is less important.
In reality, wills are becoming less necessary as individuals bypass probate via trusts, beneficiary designations, and joint ownership.
Related: Do Wills Expire? 6 Things To Know
What Happens if a Dead Person's Original Will Cannot Be Found?
If a will is lacking because the dead person revoked it on purpose, a previous will or intestate succession rules will decide who inherits the deceased person's estate.
If a will has been lost because it was housed in a vault damaged in a fire, the court may take a copy (or the lawyer's computer file or draft). Nonetheless, the court will demand proof that the departed signed the authentic correctly.
Check desk drawers, file cabinets, the boxes in the back of the attic, floor or wall safes, glove compartments, garages, automobile trunks, and even inside pages of a magazine and beneath mattresses!
Second, determine if the departed had a safe deposit box.
Keys to a safe deposit box are often huge, made of silver or aluminum, and marked "do not duplicate."
When you come across such a key, contact every bank where the departed had a savings or checking account to identify the location of the safe deposit box.
Know that the bank may need a court order before granting you the contents in the box.
Investigate: see if you can find the attorney who created the will's letterhead or business contact info.
Review all checkbooks for checks to legal firms. You may have to scour many years of records since individuals seldom modify their estates.
If you are unable to locate information on a lawyer, get in touch with any other counsel that the individual hired, such as a CPA, financial planner, or insurance agent. They may have known the deceased's attorney.
Fifth, speak with the deceased's friends. They are often witnesses to wills or may have been informed where the document was stored or who created it.
Lastly, contact the court in the county where the dead resided in the state. If the will were filed, it would be accessible for public inspection.
If you are still unable to locate the will, you should consult with an attorney to decide how the estate will be resolved without a will.
With the difficulty of locating a misplaced will, you should notify the deceased's lawyer, as well as their appointed trustee, executor, and other trustworthy persons, of the whereabouts of any original estate planning papers.
If you store your original will in a bank deposit box, ensure the box is owned by your living trust (so your successor can access the box after your death without a court order).
Suppose you store your original will in a safe in your home. Make sure your family knows where to obtain the key or the combination if you die and the box is shut.
It would help if you informed people of the whereabouts of your will. Otherwise, your efforts in creating the will might be in vain. An original will that can't be discovered is the same as having no will.
Some Recommendations Regarding Original Documents
It is critical to keep paperwork in a secure, easily accessible area.
You need immediate access to original records, particularly in medical emergencies.
For instance, suppose you are the agent designated in someone's power of attorney or advance directive. You must use the power conferred in the agreement to make quick and important medical choices one weekend.
However, the original records are kept at an attorney's office and are not accessible to you.
Having the originals in a convenient location might minimize a delay in getting someone the treatment they need.
How Trustworthy Can Help
Many individuals wonder where to keep their last will once they've written one. Before putting it in a plastic bag in your freezer, remember that you have other choices for carefully storing your will.
Trustworthy provides a safe, accessible place to store your estate planning documents. You can rest assured that your family will have access to your final wishes when you sign up for a free 14-day trial.
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Ty McDuffey
April 15, 2023
|
The intelligent digital vault for families
Trustworthy protects and optimizes important family information so you can save time, money, and enjoy peace of mind
Most estate planning lawyers are responsible for keeping their customers' original wills and other papers.
Lawyers do this for two reasons:
For starters, they are often better able to keep the originals secure and accessible when required.
Second, there is the hope that, when the time comes, the client's family will return and hire the attorney or their company to assist with the probate of the client's estate.
However, retaining original papers poses various problems that should be discussed and answered.
These four questions will be addressed in this article:
How long does the legal firm have to keep the original will?
Is it a lawyer's responsibility to find out when a client dies?
Do attorneys have to offer to keep original wills and other documents?
When a lawyer retires, what happens to an original will?
Where Can I Locate the Will of a Loved One?
Your loved one may have already notified you if you're a designated party in their will.
As a trustee or executor, you may have obtained a replica of the will or been informed of its whereabouts.
Most individuals maintain a will in a secure location, such as the following:
Deposit boxes at a bank
A safe at home
With the assistance of an estate lawyer
When you have to locate a will, contact your state's Register of Wills or probate tribunal to verify that the will has been documented.
In Maryland, for instance, for a one-time charge, a person may submit a will to the court. It is then sealed and held until it is returned to the individual who submitted it or their agents after their passing.
Following the death of a loved one, their will is normally submitted to their state's probate court.
Wills Filed to the Probate Court Are Part of the Public Record
Although you may not be able to look at the complete will, you may request to examine whatever papers have been submitted to the probate court.
Who Receives Copies of a Will?
The state determines how wills are administered and processed based on where the dead individual resided.
In most circumstances, wills are probated after an individual's passing.
If the individual registered their will, their state would certainly inform their heirs and any executor appointed.
If no executor is designated, the state can choose one, or the heir may be held accountable.
Executors are typically the individual who selects who receives a duplicate of the will. Most of these will be those who are directly touched by its conditions.
This might include:
The executor of the estate
Trustees
Previous beneficiaries or heirs
Individuals with medical POA
A bookkeeper
Tax authorities at the state and federal levels
How long does the legal firm have to keep the original will? The answer is indefinite unless the firm and the customer have another agreement.
Lawyers must keep these documents safe, even if they have lost track of the customers.
Is it a Lawyer's Responsibility to Find Out When a Client Dies?
No, it is not.
In smaller locations where the lawyer is more likely to learn of a client's death, the lawyer will inform the family that they have the original paperwork.
If a lawyer learns of a client's death but is not hired to help with probate administration, the will must be filed with the relevant probate court within 30 days of the client's death.
However, in the absence of information about the death, they are not responsible for investigating death records for all of their customers to determine whether they have died.
Increasingly, attorneys are declining to provide this service. It turns out to be more bother than it is worth.
Lawyers and legal firms are increasingly deciding that they do not want to take on the obligation and cost of maintaining original papers for their clients, particularly if they are becoming paperless in all other respects.
When a Lawyer Retires, What Happens to an Original Will?
If the lawyer is part of a larger practice, the firm will keep the original papers.
However, solo practitioners might relocate their will files to their garages, continuing to produce originals when required for as long as they can.
In some circumstances, the retired attorney dies, and their spouse or children throw away the papers if they cannot find another firm to take them on.
To reduce the number of paper files in law offices, many lawyers now only keep original wills and durable powers of attorney for clients.
Copies of other original papers, such as trusts and health care proxies, often function as originals, so retaining them for protection is less important.
In reality, wills are becoming less necessary as individuals bypass probate via trusts, beneficiary designations, and joint ownership.
Related: Do Wills Expire? 6 Things To Know
What Happens if a Dead Person's Original Will Cannot Be Found?
If a will is lacking because the dead person revoked it on purpose, a previous will or intestate succession rules will decide who inherits the deceased person's estate.
If a will has been lost because it was housed in a vault damaged in a fire, the court may take a copy (or the lawyer's computer file or draft). Nonetheless, the court will demand proof that the departed signed the authentic correctly.
Check desk drawers, file cabinets, the boxes in the back of the attic, floor or wall safes, glove compartments, garages, automobile trunks, and even inside pages of a magazine and beneath mattresses!
Second, determine if the departed had a safe deposit box.
Keys to a safe deposit box are often huge, made of silver or aluminum, and marked "do not duplicate."
When you come across such a key, contact every bank where the departed had a savings or checking account to identify the location of the safe deposit box.
Know that the bank may need a court order before granting you the contents in the box.
Investigate: see if you can find the attorney who created the will's letterhead or business contact info.
Review all checkbooks for checks to legal firms. You may have to scour many years of records since individuals seldom modify their estates.
If you are unable to locate information on a lawyer, get in touch with any other counsel that the individual hired, such as a CPA, financial planner, or insurance agent. They may have known the deceased's attorney.
Fifth, speak with the deceased's friends. They are often witnesses to wills or may have been informed where the document was stored or who created it.
Lastly, contact the court in the county where the dead resided in the state. If the will were filed, it would be accessible for public inspection.
If you are still unable to locate the will, you should consult with an attorney to decide how the estate will be resolved without a will.
With the difficulty of locating a misplaced will, you should notify the deceased's lawyer, as well as their appointed trustee, executor, and other trustworthy persons, of the whereabouts of any original estate planning papers.
If you store your original will in a bank deposit box, ensure the box is owned by your living trust (so your successor can access the box after your death without a court order).
Suppose you store your original will in a safe in your home. Make sure your family knows where to obtain the key or the combination if you die and the box is shut.
It would help if you informed people of the whereabouts of your will. Otherwise, your efforts in creating the will might be in vain. An original will that can't be discovered is the same as having no will.
Some Recommendations Regarding Original Documents
It is critical to keep paperwork in a secure, easily accessible area.
You need immediate access to original records, particularly in medical emergencies.
For instance, suppose you are the agent designated in someone's power of attorney or advance directive. You must use the power conferred in the agreement to make quick and important medical choices one weekend.
However, the original records are kept at an attorney's office and are not accessible to you.
Having the originals in a convenient location might minimize a delay in getting someone the treatment they need.
How Trustworthy Can Help
Many individuals wonder where to keep their last will once they've written one. Before putting it in a plastic bag in your freezer, remember that you have other choices for carefully storing your will.
Trustworthy provides a safe, accessible place to store your estate planning documents. You can rest assured that your family will have access to your final wishes when you sign up for a free 14-day trial.
Try Trustworthy today.
Try Trustworthy today.
Try the Family Operating System® for yourself. You (and your family) will love it.
Try the Family Operating System® for yourself. You (and your family) will love it.
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Removing a Deceased Spouse from a Deed: 5 Necessary Steps
Removing a Deceased Spouse from a Deed: 5 Necessary Steps
Apr 17, 2024
Apr 17, 2024
After Death: Can a Spouse Change the Deceased's Will?
After Death: Can a Spouse Change the Deceased's Will?
Apr 17, 2024
Apr 17, 2024
Divorced Spouse's Rights to Property After Death Explained
Divorced Spouse's Rights to Property After Death Explained
Apr 11, 2024
Apr 11, 2024
Navigating Dual Benefits: VA Disability and Social Security
Navigating Dual Benefits: VA Disability and Social Security
Apr 11, 2024
Apr 11, 2024
Veteran Benefit Eligibility: Understanding Denials and Exclusions
Veteran Benefit Eligibility: Understanding Denials and Exclusions
Apr 4, 2024
Apr 4, 2024
Eligibility for Veteran’s Spouse Benefits: What You Need to Know
Eligibility for Veteran’s Spouse Benefits: What You Need to Know
Apr 3, 2024
Apr 3, 2024
VA Disability Payments: Can They Be Discontinued?
VA Disability Payments: Can They Be Discontinued?
Mar 30, 2024
Mar 30, 2024
Veteran Death: Essential Actions and Checklist for Next of Kin
Veteran Death: Essential Actions and Checklist for Next of Kin
Mar 27, 2024
Mar 27, 2024
SLATs in Estate Planning: An Innovative Strategy Explained
SLATs in Estate Planning: An Innovative Strategy Explained
Mar 27, 2024
Mar 27, 2024
Maximize Your Estate Planning with Survivorship Life Insurance
Maximize Your Estate Planning with Survivorship Life Insurance
Mar 23, 2024
Mar 23, 2024
VA Benefits Timeline: When They Stop After Death
VA Benefits Timeline: When They Stop After Death
Mar 20, 2024
Mar 20, 2024
Is Estate Planning a Legitimate Business Expense: Unveiling The Truth
Is Estate Planning a Legitimate Business Expense: Unveiling The Truth
Mar 15, 2024
Mar 15, 2024
Does Right of Survivorship Trump a Will: Legal Insights
Does Right of Survivorship Trump a Will: Legal Insights
Mar 13, 2024
Mar 13, 2024
Palliative Care at Home: Understanding Insurance Coverage
Palliative Care at Home: Understanding Insurance Coverage
Mar 13, 2024
Mar 13, 2024
Navigating Insurance Coverage for Hospice Care A Complete Guide
Navigating Insurance Coverage for Hospice Care A Complete Guide
Mar 9, 2024
Mar 9, 2024
Choosing an Estate Planning Attorney: Traits of Excellence
Choosing an Estate Planning Attorney: Traits of Excellence
Mar 7, 2024
Mar 7, 2024
Can Family Overrule an Advance Directive? What You Need to Know
Can Family Overrule an Advance Directive? What You Need to Know
Mar 7, 2024
Mar 7, 2024
Funding Hospice Care in Nursing Homes: Who Bears the Cost?
Funding Hospice Care in Nursing Homes: Who Bears the Cost?
Mar 5, 2024
Mar 5, 2024
Who Can Legally Witness an Advance Directive? Know Your Rights
Who Can Legally Witness an Advance Directive? Know Your Rights
Mar 5, 2024
Mar 5, 2024
Exploring Hospice Care: What’s Not Included?
Exploring Hospice Care: What’s Not Included?
Mar 5, 2024
Mar 5, 2024
Respite Care in Hospice: Providing Relief for Caregivers
Respite Care in Hospice: Providing Relief for Caregivers
Mar 5, 2024
Mar 5, 2024
Exploring the Spectrum: Different Types of Advance Directives
Exploring the Spectrum: Different Types of Advance Directives
Feb 28, 2024
Feb 28, 2024
Deciding on Hospice Care: Knowing When It's Time
Deciding on Hospice Care: Knowing When It's Time
Feb 27, 2024
Feb 27, 2024
Hospice Care Duration: How Long Can It Last?
Hospice Care Duration: How Long Can It Last?
Feb 27, 2024
Feb 27, 2024
Hospice Care Timeline: Estimating How Long to Live
Hospice Care Timeline: Estimating How Long to Live
Feb 22, 2024
Feb 22, 2024
Doctor-Ordered Hospice Care: When and Why It Happens
Doctor-Ordered Hospice Care: When and Why It Happens
Feb 20, 2024
Feb 20, 2024
Funeral Planning Timeline: How Long Does it Really Take?
Funeral Planning Timeline: How Long Does it Really Take?
Feb 15, 2024
Feb 15, 2024
Writing a Heartfelt Obituary for Your Husband: Inspiring Examples
Writing a Heartfelt Obituary for Your Husband: Inspiring Examples
Feb 14, 2024
Feb 14, 2024
Planning Your Funeral: The Best Age To Start
Planning Your Funeral: The Best Age To Start
Feb 14, 2024
Feb 14, 2024
Crafting a Loving Obituary For Your Son: Meaningful Examples
Crafting a Loving Obituary For Your Son: Meaningful Examples
Jan 18, 2024
Jan 18, 2024
Improving Communication Between Caregivers and Doctors
Improving Communication Between Caregivers and Doctors
Nov 29, 2023
Nov 29, 2023
Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?
Can Anyone Get a Copy of a Death Certificate? Who Is Authorized?
Nov 25, 2023
Nov 25, 2023
Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter
Original Death Certificate vs. Certified Copy: Key Differences And Why They Matter
Nov 25, 2023
Nov 25, 2023
How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?
How Do You Handle Negative Aspects of the Deceased's Life in a Eulogy?
Nov 25, 2023
Nov 25, 2023
Can There Be More Then One Eulogy at a Funeral? Etiquette Explained
Can There Be More Then One Eulogy at a Funeral? Etiquette Explained
Nov 24, 2023
Nov 24, 2023
My Dad Died, Can I Get His Retirement Pension?
My Dad Died, Can I Get His Retirement Pension?
Nov 24, 2023
Nov 24, 2023
How Many Copies of a Death Certificate Should You Get?
How Many Copies of a Death Certificate Should You Get?
Nov 24, 2023
Nov 24, 2023
Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples
Can a Eulogy Be Funny? Yes, Here Are 10 Respectful but Funny Examples
Nov 24, 2023
Nov 24, 2023
How Do You Receive Inheritance Money WITHOUT any issues?
How Do You Receive Inheritance Money WITHOUT any issues?
Nov 17, 2023
Nov 17, 2023
Who Gets The Tax Refund of A Deceased Person? An Accountant Answers
Who Gets The Tax Refund of A Deceased Person? An Accountant Answers
Nov 17, 2023
Nov 17, 2023
How To Start a Eulogy: 15 Heartfelt Examples
How To Start a Eulogy: 15 Heartfelt Examples
Nov 14, 2023
Nov 14, 2023
How To Discuss End-of-Life Care With Parents (Simple Guide)
How To Discuss End-of-Life Care With Parents (Simple Guide)
Nov 14, 2023
Nov 14, 2023
How To Cancel a Deceased Person's Subscriptions the EASY Way
How To Cancel a Deceased Person's Subscriptions the EASY Way
Nov 8, 2023
Nov 8, 2023
What Should You Not Put in a Eulogy (9 Things To Avoid)
What Should You Not Put in a Eulogy (9 Things To Avoid)
Nov 7, 2023
Nov 7, 2023
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
How Are Estates Distributed If There's No Will? A Lawyer Explains Intestate
Nov 6, 2023
Nov 6, 2023
Does Microsoft Word Have an Obituary Template?
Does Microsoft Word Have an Obituary Template?
Nov 6, 2023
Nov 6, 2023
How To Post an Obituary on Facebook: A Step-by-Step Guide
How To Post an Obituary on Facebook: A Step-by-Step Guide
Nov 6, 2023
Nov 6, 2023
Why Do You Need A Death Certificate For Estate & Probate Process?
Why Do You Need A Death Certificate For Estate & Probate Process?
Nov 2, 2023
Nov 2, 2023
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
How Do I Correct Errors on a Death Certificate? And, How Long Does It Take?
Nov 2, 2023
Nov 2, 2023
12 Steps For Writing a Eulogy For Mom
12 Steps For Writing a Eulogy For Mom
Nov 2, 2023
Nov 2, 2023
12 Steps for Writing a Eulogy for Dad
12 Steps for Writing a Eulogy for Dad
Nov 1, 2023
Nov 1, 2023
Who Does The Obituary When Someone Dies?
Who Does The Obituary When Someone Dies?
Nov 1, 2023
Nov 1, 2023
How Late Is Too Late For An Obituary? 6 Steps To Take Today
How Late Is Too Late For An Obituary? 6 Steps To Take Today
Nov 1, 2023
Nov 1, 2023
How Much Does It Cost To Publish An Obituary? Breaking It Down
How Much Does It Cost To Publish An Obituary? Breaking It Down
Nov 1, 2023
Nov 1, 2023
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)
Oct 30, 2023
Oct 30, 2023
Where Do You Post an Obituary: A Step-By-Step Guide
Where Do You Post an Obituary: A Step-By-Step Guide
Oct 30, 2023
Oct 30, 2023
Obituary vs Death Note: What Are the Key Differences?
Obituary vs Death Note: What Are the Key Differences?
Oct 5, 2023
Oct 5, 2023
Buying A House With Elderly Parent: 10 Things To Know
Buying A House With Elderly Parent: 10 Things To Know
Sep 14, 2023
Sep 14, 2023
I'm Trapped Caring for Elderly Parents
I'm Trapped Caring for Elderly Parents
Oct 5, 2023
Oct 5, 2023
401(k) and Minors: Can a Minor be a Beneficiary?
401(k) and Minors: Can a Minor be a Beneficiary?
Sep 12, 2023
Sep 12, 2023
How to Self-Direct Your 401(k): Take Control of Your Retirement
How to Self-Direct Your 401(k): Take Control of Your Retirement
Aug 3, 2023
Aug 3, 2023
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
The Ultimate Guide to Decluttering and Simplifying Your Home as You Age
Aug 3, 2023
Aug 3, 2023
The Essential Guide to Preparing for Retirement
The Essential Guide to Preparing for Retirement
Aug 3, 2023
Aug 3, 2023
Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)
Aug 3, 2023
Aug 3, 2023
Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)
Jul 14, 2023
Jul 14, 2023
Are You Legally Responsible For Your Elderly Parents?
Are You Legally Responsible For Your Elderly Parents?
Jun 7, 2023
Jun 7, 2023
How To Travel With Elderly Parent: Here's How to Prepare
How To Travel With Elderly Parent: Here's How to Prepare
Jun 6, 2023
Jun 6, 2023
Checklist For Moving A Parent To Assisted Living
Checklist For Moving A Parent To Assisted Living
Jun 6, 2023
Jun 6, 2023
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
How to Set Up A Trust For An Elderly Parent: 6 Easy Steps
Jun 6, 2023
Jun 6, 2023
How To Stop Elderly Parents From Giving Money Away (9 Tips)
How To Stop Elderly Parents From Giving Money Away (9 Tips)
Jun 6, 2023
Jun 6, 2023
Should Elderly Parents Sign Over Their House? Pros & Cons
Should Elderly Parents Sign Over Their House? Pros & Cons
May 17, 2023
May 17, 2023
Estate Planning: A Comprehensive Guide
Estate Planning: A Comprehensive Guide
May 2, 2023
May 2, 2023
Helping Elderly Parents: The Complete Guide
Helping Elderly Parents: The Complete Guide
May 1, 2023
May 1, 2023
Trustworthy guide: How to organize your digital information
Trustworthy guide: How to organize your digital information
Apr 15, 2023
Apr 15, 2023
Can My Husband Make a Will Without My Knowledge?
Can My Husband Make a Will Without My Knowledge?
Apr 15, 2023
Apr 15, 2023
What is a Last Will and Testament (also known as a Will)?
What is a Last Will and Testament (also known as a Will)?
Apr 15, 2023
Apr 15, 2023
Can A Wife Sell Deceased Husband's Property (6 Rules)
Can A Wife Sell Deceased Husband's Property (6 Rules)
Apr 15, 2023
Apr 15, 2023
Should I Shred Documents Of A Deceased Person? (5 Tips)
Should I Shred Documents Of A Deceased Person? (5 Tips)
Apr 15, 2023
Apr 15, 2023
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Apr 15, 2023
Apr 15, 2023
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Apr 15, 2023
Apr 15, 2023
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For Elderly Parents (Complete Guide)
Estate Planning For Elderly Parents (Complete Guide)
Apr 15, 2023
Apr 15, 2023
Estate Planning For High Net Worth & Large Estates
Estate Planning For High Net Worth & Large Estates
Apr 15, 2023
Apr 15, 2023
Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
Apr 15, 2023
Apr 15, 2023
I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?
Apr 15, 2023
Apr 15, 2023
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Is It Better To Sell or Rent An Inherited House? (Pros & Cons)
Apr 15, 2023
Apr 15, 2023
Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know
Apr 15, 2023
Apr 15, 2023
Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know
Apr 15, 2023
Apr 15, 2023
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
Apr 15, 2023
Apr 15, 2023
What To Bring To Estate Planning Meeting (Checklist)
What To Bring To Estate Planning Meeting (Checklist)
Apr 15, 2023
Apr 15, 2023
When Should You Get An Estate Plan? (According To A Lawyer)
When Should You Get An Estate Plan? (According To A Lawyer)
Apr 15, 2023
Apr 15, 2023
Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?
Apr 15, 2023
Apr 15, 2023
Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)
Apr 15, 2023
Apr 15, 2023
Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?
Apr 15, 2023
Apr 15, 2023
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)
Apr 15, 2023
Apr 15, 2023
Complete List of Things To Do For Elderly Parents (Checklist)
Complete List of Things To Do For Elderly Parents (Checklist)
Apr 15, 2023
Apr 15, 2023
How To Get Power of Attorney For A Deceased Person?
How To Get Power of Attorney For A Deceased Person?
Apr 15, 2023
Apr 15, 2023
How To Help Elderly Parents From A Distance? 7 Tips
How To Help Elderly Parents From A Distance? 7 Tips
Apr 15, 2023
Apr 15, 2023
Legal Documents For Elderly Parents: Checklist
Legal Documents For Elderly Parents: Checklist
Apr 15, 2023
Apr 15, 2023
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Selling Elderly Parents Home: How To Do It + Mistakes To Avoid
Apr 15, 2023
Apr 15, 2023
What To Do When A Sibling Is Manipulating Elderly Parents
What To Do When A Sibling Is Manipulating Elderly Parents
Apr 6, 2023
Apr 6, 2023
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Can An Out of State Attorney Write My Will? (A Lawyer Answers)
Mar 15, 2023
Mar 15, 2023
Settling an Estate: A Step-by-Step Guide
Settling an Estate: A Step-by-Step Guide
Feb 10, 2023
Feb 10, 2023
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
My Deceased Husband Received A Check In The Mail (4 Steps To Take)
Feb 7, 2023
Feb 7, 2023
The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney
Feb 6, 2023
Feb 6, 2023
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
Feb 1, 2023
Feb 1, 2023
Can You Collect Your Parents' Social Security When They Die?
Can You Collect Your Parents' Social Security When They Die?
Feb 1, 2023
Feb 1, 2023
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
How Do I Stop VA Benefits When Someone Dies (Simple Guide)
Feb 1, 2023
Feb 1, 2023
Can You Pay Money Into A Deceased Person's Bank Account?
Can You Pay Money Into A Deceased Person's Bank Account?
Feb 1, 2023
Feb 1, 2023
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Feb 1, 2023
Feb 1, 2023
Does The DMV Know When Someone Dies?
Does The DMV Know When Someone Dies?
Feb 1, 2023
Feb 1, 2023
How To Find A Deceased Person's Lawyer (5 Ways)
How To Find A Deceased Person's Lawyer (5 Ways)
Feb 1, 2023
Feb 1, 2023
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
Feb 1, 2023
Feb 1, 2023
How to Stop Social Security Direct Deposit After Death
How to Stop Social Security Direct Deposit After Death
Feb 1, 2023
Feb 1, 2023
How To Transfer Firearms From A Deceased Person (3 Steps)
How To Transfer Firearms From A Deceased Person (3 Steps)
Feb 1, 2023
Feb 1, 2023
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
Feb 1, 2023
Feb 1, 2023
What Happens To A Leased Vehicle When Someone Dies?
What Happens To A Leased Vehicle When Someone Dies?
Jan 31, 2023
Jan 31, 2023
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Jan 31, 2023
Jan 31, 2023
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
How To Get Into a Deceased Person's Computer (Microsoft & Apple)
Jan 31, 2023
Jan 31, 2023
Why Do Funeral Homes Take Fingerprints of the Deceased?
Why Do Funeral Homes Take Fingerprints of the Deceased?
Jan 31, 2023
Jan 31, 2023
What To Do If Your Deceased Parents' Home Is In Foreclosure
What To Do If Your Deceased Parents' Home Is In Foreclosure
Jan 31, 2023
Jan 31, 2023
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Jan 31, 2023
Jan 31, 2023
What Happens If a Deceased Individual Owes Taxes?
What Happens If a Deceased Individual Owes Taxes?
Jan 31, 2023
Jan 31, 2023
Components of Estate Planning: 6 Things To Consider
Components of Estate Planning: 6 Things To Consider
Jan 22, 2023
Jan 22, 2023
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
Jan 8, 2023
Jan 8, 2023
What Does a Typical Estate Plan Include?
What Does a Typical Estate Plan Include?
Apr 15, 2022
Apr 15, 2022
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Apr 15, 2022
Apr 15, 2022
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Mar 2, 2022
Mar 2, 2022
What Does Your “Property” Mean?
What Does Your “Property” Mean?
Mar 2, 2022
Mar 2, 2022
What is the Uniform Trust Code? What is the Uniform Probate Code?
What is the Uniform Trust Code? What is the Uniform Probate Code?
Mar 2, 2022
Mar 2, 2022
Do You Need to Avoid Probate?
Do You Need to Avoid Probate?
Mar 2, 2022
Mar 2, 2022
How is a Trust Created?
How is a Trust Created?
Mar 2, 2022
Mar 2, 2022
What Are Advance Directives?
What Are Advance Directives?
Mar 2, 2022
Mar 2, 2022
What does a Trustee Do?
What does a Trustee Do?
Mar 2, 2022
Mar 2, 2022
What is an Estate Plan? (And why you need one)
What is an Estate Plan? (And why you need one)
Mar 2, 2022
Mar 2, 2022
What is Probate?
What is Probate?
Mar 2, 2022
Mar 2, 2022
What Is Your Domicile & Why It Matters
What Is Your Domicile & Why It Matters
Mar 2, 2022
Mar 2, 2022
What Is a Power of Attorney for Finances?
What Is a Power of Attorney for Finances?
Mar 1, 2022
Mar 1, 2022
Should your family consider an umbrella insurance policy?
Should your family consider an umbrella insurance policy?
Mar 1, 2022
Mar 1, 2022
Do I need a digital power of attorney?
Do I need a digital power of attorney?
Apr 6, 2020
Apr 6, 2020
What Exactly is a Trust?
What Exactly is a Trust?