Financial Transparency
Keeping Your Legal Documents Safe While They Remain Accessible Is Of The Utmost Importance
It's crucial to store important legal documents securely while ensuring they remain accessible when needed. Here are some recommended storage options and best practices.out empowering communities and making a difference in people's lives.
Safe deposit box at a bank
Secure and protected from theft, fire, and natural disasters. It's important to be sure a trusted person has access, as banks may seal the box upon death.
With an attorney
Many lawyers offer document storage services;
Ensures professional handling and easy updates.
Online secure storage
Digital copies stored in encrypted cloud services;
Accessible from anywhere but ensure strong password protection.
With your executor or trusted family member
Provides immediate access when needed;
Choose someone reliable and inform them of the documents' location.mmunity and the lives of those we serve. We are committed to creating lasting change.
Local courthouse or registry office
Some jurisdictions allow official document filing.
Check local regulations for availability and process.
Best Practices for Keeping Your documents safe
Best practices
Things to Consider
Best practices
Multiple copies: Keep copies in different locations for redundancy.
Inform key people: Let trusted individuals know where to find your documents.
Regular updates: Review and update documents periodically.
Inventory list: Create a list of all important documents and their locations.
Digital backups: Scan documents for electronic backup.
Avoid
Things to Consider
Best practices
Storing in areas prone to flooding or extreme temperatures.
Keeping only digital copies without physical backups.
Things to Consider
Things to Consider
Things to Consider
Consider a "letter of instruction": Leave a detailed letter explaining where all important documents are stored.
Secure digital files: Use strong passwords and encryption for digital copies.
Organize documents: Use a filing system for easy retrieval.
What to Include
Things to Consider
Things to Consider
- Will;
- Power of Attorney documents;
- Birth and marriage certificates;
- Social Security cards;
- Property deeds;
- Insurance policies;
- Financial account information;
- Obituary you may want;