Do not keep your estate plan documents in a safe deposit box
Passing It On: Estate Planning for Families · Michael Pevney
January 29, 20241m 23s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Do not keep your estate plan documents, the revocable living trust, and an advanced healthcare directive inside of a bank safe deposit box. You can only access those items when the bank is open and that can make for difficult situations like if somebody is in the hospital. #SafeDepositBox #SafetyDepositBox #Banks #Privacy #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty