Where to Keep Estate Planning Documents 

The following are your best options for where to keep your estate planning documents to protect them from fire, water damage or theft.  Below I describe each option and some things to think about when determining which option is best for you.

1.  Home Water and Fireproof Safe—a water and fireproof safe will protect your estate planning documents from water damage, fire damage, and theft so that you have them when the time comes.  You have to make sure that the people who need to know have the lock combination so that they can get access to the documents.

2.  Bank Safe Deposit Box—will protect your estate planning documents from water damage, fire damage, and theft so that you have them when the time comes.  It’s best to have someone that you trust as a joint holder of the safe deposit box so that the people who need to know can get access to your documents when the time comes.  If you have a living trust, you can title the bank safe deposit box in the name of the trust so that the trustees can get access to the documents.

3.  Attorney—you can keep the estate planning documents with the attorney who created the estate plan to protect your assets and family relationships.  Confirm that your documents are stored in a water and fire proof safe, and that people you trust know the identity of the attorney and law firm maintaining the documents.

Want Peace of Mind and a Complete Evaluation of Your Case? 

Call (610) 365-4986 NOW or Click HERE to Schedule a Consultation with Chester County Pennsylvania Estate Planning Attorney, Michaelangelo L. Dippolito.  Click HERE to see the attorney’s background. 

Not Ready to Speak to an Attorney Yet?  No Problem.

Get this FREE Book and Consumer Protection Guide, Will, Power of Attorney, Living Will & Trusts in Pennsylvania, A Consumer Protection Guide on What You Need to Know to Protect Your Legal Rights.  Here’s Some of What’s in the FREE Book and Consumer Protection Guide: 

  • Optimal Estate Plan to Protect Your Life Savings and Family Relationships
  • Why Your Retirement Plan Should be in a Trust
  • An Estate Plan for 2nd Marriages & Blended Families
  • 44 Reasons Why You May Need to Update Your Estate Plan
  • Annual Review of Your Estate Plan to Make Sure it Works
  • Arming Yourself with Knowledge is the First Step to a New Beginning
Click to get your Free Book

Still Not Ready and Want to Learn More Before You Move Forward?  No problem.

Click HERE for more information on Will, Power of Attorney, Living Will, & Trusts in Pennsylvania, and remember, we’re just a phone call away at (610) 365-4986.

Michaelangelo Dippolito 

Chester County Pennsylvania Estate Planning Attorney with ThePeoplesLawFirm.com

CONNECT WITH ME

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ThePeoplesLawFirm.com is rated 4.94 out of 5.0 stars based on 17 review(s).

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- Ronald

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- Bruce Peterson

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- NORMAN J PATTERSON

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- Emma Rickard

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I reached out to various lawyers looking forward immediate answers as I just lost my uncle. I received a call from Mike who was very patient and took the time to listen and offer his opinion and the law as it pertained to my unique situation. There’s was never an attempt to get me to come in, to pay any fees whatsoever, just professional, compassionate legal advice free of charge.

- Thomas Johnson

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- Thomas Johnson

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- Thomas Johnson

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The People's Law Firm.com were able to help me with a will being contested in FLA, connecting me to further assistance in that state, and also in helping me not give up my inheritance !

- Mike Blankenship

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excellent law firm

- richard mastrangelo

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excellent firm

- Richard T. Mastrangelo

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I have known Mike Dippolito for 35 years; however, If he didn’t do an exceptional job representing me as a lawyer, I wouldn’t post this review. I hired Mike to represent me in a custody case. Mike clearly explained the steps he would take to prepare my case. As one step led to the next, Mike presented the scenarios we would encounter and he provided the legal basis for what were my best options. There was little emotional component to the decision-making. Mike presented the legal basis for my case and allowed me to make the final decision on how to proceed based on what the case law indicated the likely outcome would be. Ultimately, I never went to court, but the issue was resolved to my satisfaction. I highly recommend The Peoples Law Firm, and Mike Dippolito. The fee structure and methodology were agreed to in advance so there were no surprises. Given the stress of entering into a legal proceeding, I appreciated the lack of drama I had while dealing with my lawyer.

- Joe

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I have known Mike Dippolito for 35 years; however, If he didn't do an exceptional job representing me as a lawyer, I wouldn't post this review. I hired Mike to represent me in a custody case. Mike clearly explained the steps he would take to prepare my case. As one step led to the next, Mike presented the scenarios we would encounter and he provided the legal basis for what were my best options. There was little emotional component to the decision-making. Mike presented the legal basis for my case and allowed me to make the final decision on how to proceed based on what the case law indicated the likely outcome would be. Ultimately, I never went to court, but the issue was resolved to my satisfaction. I highly recommend The Peoples Law Firm, and Mike Dippolito. The fee structure and methodology were agreed to in advance so there were no surprises. Given the stress of entering into a legal proceeding, I appreciated the lack of drama I had while dealing with my lawyer.

- Joe

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Very responsive to inquiries and innovative in use of eservices to keep all file documentation and file notes for secure and ready use by clients.

- John

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Mike was great to work with! He was thorough and he made sure I knew he was there to answer any questions and concerns I had. He made the situation we were dealing with very easy and handled it in a very timely manner. I would highly recommend Mike to anyone.

- Leigh

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I’ve known Mike for many years and consulted with him on many legal matters. Most recently, I needed a power of attorney for my son who is in the military. Mike’s system is done all electronically and I was able to log on to a secure portal in his law firm and get the document. I would recommend Mike to anyone who is looking for a professional lawyer.

- Darrin

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I have known Michael for 5 years. I asked him to assist me in a credit issue but he recommended that I call a lawyer specializing in credit and bankruptcy. The legal advice was excellent and the result was a $500 expense to save $4000. I appreciated his assistance. Even though he did not earn any fee from me, his analysis on my situation was accurate. I would recommend him to anyone interested in obtaining a professional lawyer.

- Gary Scott

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Everything very professional and knowledgeable, and a real people person

- Lou Mancini

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