A will is often the most important document included in a Texas estate plan. In some cases, it might be the only document a testator drafts. A will can provide instructions for the distribution of property to specific beneficiaries. Wills also allow testators to empower a specific person to act as their personal representative or to serve as the guardian of their children.
The state has numerous requirements to ensure the validity of a will. Testators need to include the right language and typically need witnesses who can affirm their state of mind and identity. Even those who have created valid wills may worry about family members overlooking the document after their passing.
Where should people store their wills to ensure that others can easily locate them?
In a designated location
Many people store their original wills or a copy in a location they can personally access. If they have a fireproof safe in their bedroom or home office, leaving the will there could be an option.
Others may arrange to store a will in a safety deposit box at their primary financial institution. Testators generally need to ensure that their family members or chosen personal representatives know where they stored their wills if they did not use professional services.
With the county clerk
For a fee, testators can deposit their wills securely with the local county clerk. They have the option of replacing or withdrawing their wills at any point.
A testator can also designate an individual who is allowed to come pick up the will after their passing by writing their name on an envelope. Such arrangements are useful in scenarios where people expect to move house or worry about the possibility of people destroying or hiding their wills after their passing.
With an attorney
Some lawyers provide secure will storage options for their clients. Doing so can be a way to ensure that a responsible person knows about the will and can provide it to the appropriate parties when the testator who drafted the document dies.
Ensuring that loved ones can locate a will and other estate planning documents in a timely fashion is of the utmost importance. Proper storage can be as important as the right language when drafting or updating wills.
