Communicating With Your Loved Ones About Your Estate Plan

When clients meet with me to sign their finished estate plan, they often ask where they should store their estate planning documents. They are understandably concerned about keeping their personal information safe, while at the same time wanting to make it easily accessible to loved ones who may have to step in at a moment’s notice and care for their minor children and assets. I always advise them that communicating to their loved ones that they created an estate plan is an important step in the estate planning process.

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