What should I do after my documents are signed?

Signing your Trust or Will is generally a simple process, and must be completed to make your documents legally binding. Learn more here!

 

What should I do once my documents are signed?

  • Store in a safe place
  • Notify 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 or Successor Trustees, and loved ones know that you have an Estate Plan and where the original signed document is located. 

 

Should I store it in a safe deposit box?

A safe deposit box is a secure location, however, it may not be the best place to keep your Estate Plan. It can be complicated and time-consuming for your loved ones to access your safe deposit box to search for an Estate Plan. This could be an issue if there are time-sensitive issues, such as needing someone to make health care decisions on your behalf.

 

What do I do after signing my Trust?

Creating your Trust is the first part of the estate planning process. After you sign your Trust document, the next step is funding it. The process of funding a trust involves transferring assets to it. This is what will prevent your assets from passing through probate.

 

Learn more with our Trust Funding Guide!

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