You've done the hard part—created a will, designated powers of attorney, maybe even set up a trust. But here’s something people often forget: where you store those critical documents is just as important as having them in the first place.
After all, if no one knows where to find your will or healthcare directive when it’s needed, it can create confusion, delays, or even legal battles.
Here are five smart, safe, and accessible places to store your estate planning documents—along with tips on how to make sure the right people can find them when the time comes.
Why it works: A quality home safe offers immediate access, protection from disasters, and convenience. Look for a model that’s both fireproof and waterproof, and install it somewhere secure but not overly hidden.
Best for: Wills, powers of attorney, healthcare directives, and copies of financial account information.
Pro Tip: Make sure a trusted person knows the combination or has a key. If you’re the only one with access, these documents could still be out of reach in an emergency.
Why it works: Most estate attorneys will securely store copies—or even originals—of your documents as part of their services. They’ll know exactly how to produce them when needed and can verify their validity.
Best for: Wills, trusts, and other legally binding documents.
Pro Tip: Be sure your executor or family knows who your attorney is and how to reach them.
Why it works: Giving your executor or a close relative a copy (or at least instructions) ensures someone can act quickly if something happens to you. Time-sensitive documents like powers of attorney or healthcare directives need to be accessible right away.
Best for: Copies of your will, durable power of attorney, healthcare proxy, and funeral/burial instructions.
Pro Tip: Label documents clearly and store them in a secure folder or envelope. Include a note with your wishes or guidance if you like.
Why it works: Online services like Google Drive, Dropbox, Everplans, or more specialized estate planning platforms let you store and share documents digitally. With the right permissions, your family or executor can access them instantly. If you plan with us, you'll have access to your digital documents via our secure client portal.
Best for: Copies of your documents, account information, insurance policies, and even digital wills.
Pro Tip: Use strong passwords and multi-factor authentication. Also, make sure someone you trust knows how to access your digital records.
Why it works: Safe deposit boxes offer physical security from fire, theft, and water damage. They're great for valuables and original documents.
Best for: Backup copies of estate documents, original deeds, titles, and family heirlooms.
Important Caveat: Access can be tricky after death. If you’re the only person on the account, your loved ones may need a court order to open the box. Add a co-renter if your bank allows it, or make sure someone knows how to access it legally.
Estate planning isn't just about creating documents—it's about making sure they’re accessible, protected, and known to those who need them. The right storage strategy gives your family peace of mind and helps ensure your wishes are carried out exactly as you intended.
Ready to make a plan? Give us a call today.
