Where to Keep Your Estate Plan (and Why It Matters More Than You Think)

You finally did it - you finished your estate plan. You signed the trust, the will, the power of attorney, the health care directives. You even popped some champagne afterward (as you should!).

Now here’s the question almost everyone forgets to ask: Where should I keep these documents so my family can actually find them?

Step 1️: Create an Estate Planning Binder

Ask your lawyer for a printed set of your documents, organized in a sturdy binder or folder. Keep it in a safe but accessible place -  not a bank safe deposit box that only you can open. A home safe, fireproof box, or clearly labeled drawer is usually best. At the Commonwealth Law Practice, we create a binder for each of our clients with all their original signed documents. 

The goal is for your loved ones to know exactly where to go in an emergency. If you’ve named someone as your trustee, executor, or agent, tell them where the binder lives and how to access it. 

Step 2️: Make a Digital Backup

Scan your signed documents or ask your attorney for a secure digital copy. Store them in a password-protected folder. Then, share access with one or two trusted people - not the whole family, but at least someone who can help if needed.This protects you in case of fire, flood, or travel emergencies, and makes updates simple down the road.

Step 3️: Communicate the Essentials

The most important thing isn’t just where the papers are, it’s that people know you have a plan, which lawyer you worked with, and how to reach them. In a crisis, clear communication saves time, money, and stress.Your estate plan only works if the right people can find it when they need to.

Next Steps: Ready to check “estate planning” off your to-do list? Start by booking a Peace of Mind Planning Session. This is a 1-hour session with me. We can meet in person or via Zoom. We’ll answer your questions and go over your options and our flat fees. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. Mention this blog and we’ll waive the $450 session fee. Book here! https://tinyurl.com/PeaceofMindCPL