Law Offices of Connie Yi, PC
Tell Us About Your Case

For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at (925) 484-0888 or email us directly at [email protected] to schedule the consultation.

View Our Practice Areas

What should I do with all my executed planning documents?

You certainly merit a shout out and congratulations if you’ve taken the proactive step to work with proven legal counsel and execute tailored estate planning documents.

Like many individuals, you perhaps had some trepidation when beginning that exercise, wondering what it would essentially entail. Some people even question whether they need an estate plan to begin with.

Assuredly, they do. In fact, there are many reasons underscoring why members of virtually every American demographic need to craft a sound estate plan.

If you didn’t know that at the pre-planning stage, you certainly do now, especially if you have enlisted help from an experienced professional with an integrated legal and accounting background. You now likely have well-considered and consummately drafted documents ranging from a will and powers of attorney relevant to finances and health care to perhaps one or more trusts and additional legal instruments.

Here’s a question: What do you do with them?

More specifically, where and how do you store them to ensure their future accessibility and safeguarding?

That is an important consideration, and a primary focus for most planners following document execution. As an article addressing estate documents and their storage notes, individuals who have finalized key instruments “need to make sure they are stored properly and get to the right people.”

A filing cabinet? Safe? Somewhere online? In the oft-referenced “cloud?” Maybe in a bank safe deposit?

People handle storage in different ways, with no single answer being optimal in all cases. The bottom line is that individuals you have specified as needing ready access to documents (an executor/personal representative, agent with a power-of-attorney mandate and other parties) should be unimpeded when they seek to act.

Questions concerning estate document storage can be addressed by your estate planning legal counsel. It often turns out to be the case that the safest and most logical repository for key documents is your attorney’s office.

No Comments

Leave a comment
Comment Information

Contact Us

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Email Us For A Response

Office Locations

Law Offices of Connie Yi, PC
323 Ray Street
Pleasanton, CA 94566

Phone: 925-484-0888
Pleasanton Law Office Map

19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

Toll Free: 888-312-6978
Map & Directions

San Francisco
490 Post Street, Suite 508
San Francisco, CA 94102

Toll Free: 888-312-6978
Phone: 415-433-3350
Map & Directions