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Taxation & Estate Planning

: Res Publicae - The New York Estates Blog

Safe Deposit Boxes and Estate Planning Documents

By Christopher L. Miller

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Should you keep your estate planning documents in your safe deposit box? While some attorneys might say yes, I believe you may be asking for trouble by doing so. If you rent a safe deposit box and you were to pass away, the bank or safe deposit company will not allow access to the box to anybody without authority to do so.

Authority to access a safe deposit box of a Decedent is obtained by (more…)

Full post as published by Res Publicae - The New York Estates Blog on December 14, 2007 (boomark / email).

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