So you have completed your legal plan, where should you store the legal documents and inventory that you have compiled for the executors of your estate? I counsel people to keep it somewhere safe, somewhere where the administrators can access it when they need to, which is upon your demise or ill health so you will probably be of little or no assistance to them. For some people this safe place is somewhere in their house, sometimes it is in a safe or secure spot that the children have access to now. Sometimes it is in a safe deposit box at the bank, but only if the children or future administrators have access to the box. At DANA and Associates all of our estate plans also include a secure digital place to store your documents online and electronically. We call this service the MAAT vault as it is powered by our relationship with MAAT Legal.
DO NOT STORE YOUR LEGAL DOCUMENTS INSIDE A SAFETY DEPOSIT BOX UNLESS SOMEONE ELSE HAS THE AUTHORITY TO ACCESS THE INFORMATION