6 Steps to Ensure Your Estate Plan’s Success Estate planning is about getting plans in place to manage risks at the end of your life and beyond. No one wants to spend more time than necessary contemplating their mortality. But putting in the work now will save your loved ones from months or…
So you’ve finally gotten through the initial step of creating and executing your estate planning documents. Now you’re wondering where should you store the originals. The answer is really simple—in a safe and accessible place. But what does that mean exactly? This article provides tips and insights to help make sure that all the work you’ve put in to creating a thoughtful and meaningful estate plan serves you, by ensuring that your documents are safe, accessible and available to your successor agent(s) when they need them.
