
Here's something most people don't think about: FDIC insurance does NOT cover the contents of your safe deposit box. And banks can open your box if you miss a payment or the branch closes.
So if your will, trust, or power of attorney is stored there, you could be putting your family in a tough spot — locked out of the very documents they need during an emergency, possibly facing a court process you specifically planned to avoid.
The good news? There are straightforward alternatives that keep your documents both secure and accessible when it counts. We cover the risks and our recommendations in this post. 👇
🔗 https://absolutetrustcounsel.com/should-i-keep-my-estate-planning-documents-in-a-safe-deposit-box/
#EstatePlanning #DocumentStorage #AvoidProbate #TrustPlanning #EstatePlanningTips #IncapacityPlanning
So if your will, trust, or power of attorney is stored there, you could be putting your family in a tough spot — locked out of the very documents they need during an emergency, possibly facing a court process you specifically planned to avoid.
The good news? There are straightforward alternatives that keep your documents both secure and accessible when it counts. We cover the risks and our recommendations in this post. 👇
🔗 https://absolutetrustcounsel.com/should-i-keep-my-estate-planning-documents-in-a-safe-deposit-box/
#EstatePlanning #DocumentStorage #AvoidProbate #TrustPlanning #EstatePlanningTips #IncapacityPlanning
Shared byKendall Lim - A month ago
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