How to Safeguard Your Last Will and Testament

Will safekeeping, organizing important documents.

I often stress to my estate planning clients that creating a Will is only one piece of the puzzle. An equally important step is ensuring that your Will is kept safe and can be easily located when it is needed most.

Here are some tips for the safekeeping of your Last Will and Testament:

• The Power of the Original: When you finalize your Will, your attorney should provide you with the original, along with a hard copy and an electronic copy. While the copies are useful for your records, it is the original document that holds the legal weight.

  
  

• A Secure Storage Location: Where you choose to keep your original Will is a personal decision, but it should be stored in a place that is safe from theft and damage caused by fire or water. Some choose a fireproof and waterproof safe at home, while others may use a safe deposit box. Just remember that accessibility is key.

  
  

• Inform Your Personal Representative: You should always notify your Personal Representative - the person you've named to manage your estate - of your Will's location. A Will that cannot be found is of no effect.

  
  

A Maryland Secret: Safekeeping with the Register of Wills

Did you know that in Maryland, there is an extra layer of protection available? For a one-time fee of just $5.00, you can file your original Will for safekeeping with the Register of Wills in the county where you reside.

This service offers several key advantages:

• Confidentiality During Your Lifetime: Your Will is kept strictly confidential. It can only be released to you or to a person you have authorized in writing.

  
  

• Upon Your Passing: After your death, your Personal Representative can contact the Register of Wills to obtain the original document, ensuring it is found and your wishes are carried out.

Properly safeguarding your Will provides peace of mind that your wishes will be honored, protecting your legacy and providing a clear path for your loved ones during a difficult time.

Ready to Protect Your Legacy and Maximize Tax Benefits? 

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