Tag Archive for safe deposit box

Should I Store My Estate Plan in a Safe Deposit Box?

A safe deposit may work well for storage of your estate plan documents if a second person is also registered with the bank as a joint holder of the box.

Why is a joint registration a good thing? In Minnesota, the joint holder is allowed to gain access to the safe deposit box after your death, and to remove part or all of the contents. » Read more..

Where Should I Keep My Estate Plan Documents?

Now that you’ve created an estate plan, where should the documents be kept?

The answer depends on the document, and whether you’re talking about the original document or a copy. » Read more..