What we keep
Wills, trusts and the paperwork of an estate
An original will carries weight a copy does not, and a missing original can be contested in circumstances where a present one would not be. Where it sits is a decision worth making deliberately.
Tell the person who will need it where it is. A sealed instruction naming who may be told does more good than a hiding place.
What that means here
- Original wills and codicils
- Trust instruments and amendments
- Not frozen on notice of death where a trust holds the rental
- A named person can be told where it is
Questions people ask about this
When you are ready, we are here.
A short phone call is usually enough to know whether a box is the right answer. Sometimes it is not, and we will say so.