01/22/2026
A friend recently asked me whether a safe deposit box is a good place to keep estate planning documents, and it sparked an important conversation.
I made a quick video with a few practical tips on where to store your documents and who should have access so your family isn’t left scrambling during an already stressful time.
You’ve finished your estate planning documents—but where should you actually put them?It is a common misconception that a bank safe deposit box is the safest...