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PROTECT YOUR LEGACY Document Organizer &amp Financialissues  Form

PROTECT YOUR LEGACY Document Organizer &amp Financialissues Form

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Hi. Lee Phillips. I want to talk about where people keep their legal documents the important stuff You stuff it in a safe deposit box, right? Wrong. The problem is the kids, you can't get into the safe deposit box. I actually had a safe deposit box. Kristy and I put a bunch of stuff in it 40 years ago. and we found the keys I didn't even know he had a safe deposit box. and trust me when you die the family isn't going to know there's a safe deposit box and they may not be able to get into it. So the documents--I don't know I don't think you want them there. When I do a living revocable trust, and a will, and that sort of stuff for people I, as the lawyer, always keep a file with an originally signed document in it. And that document, originally signed, is as good as anything. I tell my clients go home, put it in your file cabinet, and use it. These documents, most of them, are things that you use. Oh, you've got deeds. Do I need to keep a deed? No not really. It's on file down at the

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