Where do you keep your estate planning documents?
Passing It On: Estate Planning for Families · Michael Pevney
February 28, 20242m 8s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Where do you keep your estate planning documents. Remember, trusts are private documents, and we don't ever file them with any government agency which means that they have to be kept safe, but also accessible. This means typically no bank safe deposit boxes, and we always want digital copies on hand. #Privacy #DigitalMedia #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty