Where Should I Keep My Will?

February 9, 2024

Ensuring that your will is easily accessible after your passing is essential. Where you choose to store your will can greatly impact how smoothly the probate process unfolds for your loved ones. Here are some key considerations for where to keep your will:

  1. Fireproof Safe or Lockbox: Storing your will in a fireproof safe, lockbox, or filing cabinet at home is a popular option. These secure containers can help protect your will from damage due to fire, water, or other unforeseen circumstances. However, it’s important to note that keeping your will in a safe deposit box at a bank may not be ideal, as access to the box could be restricted after your passing.
  2. Personal Representative and Trusted Individual: Ensure that your personal representative, also known as your executor, knows the location of your will. Additionally, it’s wise to inform at least one other trusted individual, such as a family member or close friend, about where your will is stored. This ensures that someone besides your personal representative knows where to find the document in the event of your passing.
  3. County Will Registry: Another option is to file your will with the County Will Registry in the county where you reside. This involves submitting your will in a sealed envelope with your name, address, and the last four digits of your Social Security number clearly visible on the cover. During your lifetime, the will deposited with the County Will Registry can only be released to you or to an individual authorized by you in writing to receive it.

By taking these steps to store your will in a secure and accessible location, you can help streamline the probate process and ensure that your final wishes are carried out as intended.

For more information on will registration and storage options, we encourage you to reach out to your local County Will Registry office. They can provide guidance on the proper procedures for depositing and retrieving wills, ensuring that your estate planning documents are handled with care and confidentiality.

At Lawvex, we understand the importance of proper will storage and are here to assist you with all aspects of estate planning. Contact us today to schedule a consultation and take the first step toward securing your legacy.