Episode Details
Back to EpisodesWhere do you keep your estate planning documents?
Published 2 years, 3 months ago
Description
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
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