Preparing for and storing your will

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Updated: 4/13/2007 3:35 pm
There are a few things to consider before drawing up your will and storing it. Planning ahead for the visit to your attorney's office can save you time and money. Collect and organize all documents that show where your money and property are, what you spent on them, and who shares in the ownership. These documents may include bank statements, insurance papers, employment benefit papers, deeds, business records, and tax records. Bring these documents with you to the attorney's office. Another time-saving technique is to make out a couple of lists stating what assets you have, such as property and money, and your debts. Also include a list of where you want your property to go when you die. Be sure to include names and addresses of all people mentioned in your will. Once your will is written and witnessed by two impartial witnesses, you need to store it in a safe place. You might consider keeping it at home, your attorney's office, or the local Probate court. Wherever you store your will, make sure that your family knows where it is and can get to it when you die. Some states make it difficult to access a safe deposit box after the depositor has died. If you store your will in a safe deposit box, check with the bank to make sure that your executor can have access to it when you die. For more information on preparing and storing your will, contact a qualified attorney.

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