Preserving Your Last Will And Testament Tulsa Ok

by Zach Waxman on February 8, 2014

Last Will and TestamentPreserving Your Oklahoma Will

 A last will and testament is one of the most important original legal documents possessed by many people in Oklahoma.  It is generally a signed and witnessed document that specifies, among other things, who is to receive your last possessions at the time of your death. Most people are aware of the importance of having a will prepared by qualified legal counsel. However, once prepared, it is often a document that gets filed away and forgotten.  You have likely invested financially and emotionally in the preparation of your will.  As difficult as it is to put your final wishes on paper, if you want your final wishes to be honored, it is imperative that you preserve your last will and testament properly. 

 The knowledgeable family law attorneys at the Family Lawyers Group have years of experience helping families with Oklahoma Estate Planning,Wills and Trusts, and Oklahoma Probate matters.  Although there is no one right place to store all important legal documents, you can work with you legal counsel to develop a will storage strategy that works for you and your loved ones.  This article discusses some options and important considerations for will storage.

 The Problem

 Just because you know where your will is does not mean your family or executor will know where to look for it after you pass away.  It is best to store your original will in a way that allows your executor to easily find it.  Remember, if account numbers, combination codes, or passwords are necessary to access your will or assets, your executor needs those, too. If the executor is not left with this important information, they will likely waste valuable time and money gaining access to your possessions.  Some may be lost forever. 

 Your Attorney’s Office

 Many attorneys are happy to keep a client’s original will safe at their law offices.  This option protects the confidentiality of your will, and attorneys do not generally charge for this service. Often attorneys keep the original will and clients keep a copy at their home.  If copies are kept, they should be marked “COPY,” and the contact information for the attorney that is storing the original should be kept with the copy.  Keep the contact information up to date. You can avoid confusion by telling your executor and family members about the attorney holding your will.

 Your Home or Bank

 A common place for storing a will is in a personal home safe or a bank safe deposit box.  If you are storing your original will at home, it is important to utilize a waterproof and fireproof safe, designed to prevent theft.  Some people think a freezer or filing cabinet are sufficient, but given the importance of your will, you may want to invest in safe that is secure against the elements and prying eyes or thieves. 

 If you do not trust your will to a home safe, you can rent a bank safe deposit box, which will be both secure and confidential.  One issue with bank deposit boxes is that your executor or family may have difficulty accessing the box after you pass.  Before settling on this option, check with your bank and attorney about local laws and regulations regarding authority to access to the box, and of course, you will need to let your executor know the box exists.

 Another suggestion if you are keeping your original will in your home or at your bank is to leave an extra copy with the executor, with instructions on accessing the home or bank safe.  However, this may not be desirable for confidentiality reasons, especially if the executor is a beneficiary.

 With The County Clerk

 Depending on where you reside, your county clerk may offer safe-keeping of wills for a fee.  This may not be a good option if you plan to move or need to amend your will.  Some people also do not like this option because it is less confidential.  With this option, you still need to tell your executor exactly where your will is filed because the clerk will not contact your family after you pass away.

 Your will is an important legal document. If you need help with preparation of a will or will storage in Oklahoma,please contact the knowledgeable family law attorneys at the Tulsa Family Lawyers Group for a free consultation at (918) 743-3555.  If you prefer, you can complete our online form and we will contact you.  Our office offers English and Spanish consultations. 

Comments on this entry are closed.

Previous post:

Next post: