Signing your Trust or Will makes your documents legally binding.

Signing the Will is an easy process and must be completed to make the Will legally binding. Learn more about signing your Will.

What should I do once my documents are signed?

Store in a safe place

Notify some loved ones of the location

Review + update your documents every year

Having a discussion about your estate plan can be a great way to share your wishes and prevent conflict. Even if you're hesitant to share details, you should consider letting your family, executors/successor trustees, and loved ones know that you have an estate plan and where the original signed document is located. 

Your documents may not be helpful if no one knows where to find them.

Should I store it in a safe deposit box?

One note of caution - a safe deposit box is a secure location, however, it might not be the best place to store your estate plan. 

It can be complicated and time-consuming to access a safe deposit box to search for an Estate Plan. This could be problematic if there are time-sensitive issues, such as needing someone to make healthcare decisions on your behalf.

Start your Estate Plan today
Was this article helpful?
Cancel
Thank you!