If something happened to you tomorrow, would your family know where to find your estate plan?
One simple but often overlooked step is making sure your estate planning binder is stored in a safeplace—and that your named Trustee (or Executor) knows exactly where to find it.
We recommend:
- Keeping your binder in a fireproof safe or locked cabinet at home
- Or storing it in a safe deposit box, provided someone has access
- And most importantly: telling your Trustee where it is—and how to access