Episode Details
Back to EpisodesDo not keep your estate plan documents in a safe deposit box
Published 2 years, 4 months ago
Description
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
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