Marietta Estate Planning in the Comfort of Your Home

FAQ: Where Do I Keep My Estate Planning Documents?

I am going to start a Youtube channel where I will specifically answer on video the questions I most frequently get from clients.

Two of the questions I most frequently get are: do I need to file these documents somewhere, and what do I do with them now?

In Georgia, a will is not filed anywhere until death, when it is presented to the probate court to be probated. You may wish to give your doctor, nursing home or hospital a copy of your advance directive for healthcare (also known as a “living will” or “healthcare power of attorney”). You may wish to give your financial power of attorney to the person who you authorized to use the power — but then again, you may wish to hang on to that power of attorney until it is needed.

As far as where to keep them, if you have a safe deposit box I would keep them there. If not, a home fireproof safe should be sufficient. You should keep copies at a second location.