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We created a will and trust with a lawyer, it is signed and the originals are in my hand. Now what?

  • Put the originals in a drawer or readily accessible box in your home. If possible, store them in a waterproof and fireproof envelope. A safe is not ideal, unless every named person on your will has access. Your estate papers should not contain private information like a SSN or date of births.
  • Send your executor (and any backups) a message telling them the location of the documents.
  • Have your attorney send you a scanned file of the will and trust and send it to your executor, trustees, and guardians.
  • Notify your backup trustees and guardians (if any) by word of mouth what your intentions are.
  • If you don’t already have one, create an excel sheet with a list of your accounts. Keep a copy with your estate documents and send a copy to your executor.