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NC Planning

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The Best Place To Store Estate Planning Documents

Home » Our Blog » The Best Place To Store Estate Planning Documents

Play It Safe!

Keeping Your Estate Planning Documents in a Safe v. Security Deposit Box

Many people assume that a security deposit box is the best place to keep their estate planning documents, but this may not always be a great idea.  One of the drawbacks of a security deposit box is that it is not always accessible.  If a document is needed at night or on a weekend, it will not be accessible until the next business day, which at that point, may be too late or not exactly ideal for your situation.  Additionally, authority is needed to access a security deposit box, which may or may not have been given to the right person at the right time.

These reasons are why NC Planning advises clients to place documents in a fireproof safe.  It is easily accessible at any time of day, and no authority is needed to open it.   It would be ideal to keep your documents in a small document safe which can be purchased at Lowe’s or Costco for a very reasonable price.  We also advise clients to communicate to their family members where this safe is located, in the event they need to access it.

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4801 Glenwood Ave #200-10
Raleigh, NC 27612
(919) 568-3681
[email protected]
5640 Dillard Dr Ste 101
Cary, NC 27518
(919) 900‑4720
[email protected]

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  • About Us
    ▼
    • Our Mission
    • Meet Our Team
  • Business Planning
    ▼
    • Business Law
      ▼
      • Business Acquisition
      • Business Start-Ups
      • Succession Planning
    • Asset Protection
    • Business & Corporate Planning
    • Professional Practice Planning
    • Dental Practice Planning
    • Tax Planning
    • Contracts
    • Trademark Licensing
  • Individual Planning
    ▼
    • Comprehensive Estate Planning
      ▼
      • Trusts
      • Wills
      • Power of Attorney
      • Revocable Trusts
      • Estate Planning For Minor Children
    • Charitable Planning
    • Special Needs Planning
    • Personal Tax Planning
    • Probate, Trust & Estate Administration
      ▼
      • Probate
      • Trust Administration
    • Elder Law
  • Resources
    ▼
    • Testimonials
    • FAQs
    • Common Legal Terms
    • Videos
    • Online Forms & Questionnaires
    • Our Blog
    • Newsletter
    • Past Webinars
    • Events
    • Make a Payment
  • Contact
    ▼
    • Schedule A Consultation