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Protecting documents is an important part of estate planning

Many New York residents understand the benefits of having estate plans. They take the time to make major life, end-of-life and after-life decisions so that their surviving loved ones will have the information they need to close the remaining estates. However, estate planning does not end with creating the documents that provide that information. It also involves protecting them and making them accessible.

Without access to the information, surviving loved ones may have no idea what their family member's estate plans included. As a result, it may seem as if one does not exist at all. Individuals creating their plans may find it useful to obtain copies of their legal documents and property information and store those documents in a secure place that the appointed executor or other applicable party can access when needed.

Keeping the information as safe as possible is also important because no one knows when disaster may strike. A fire, water damage or other event could easily ruin important documents, and if copies do not exist or the information was not otherwise kept safe, important instructions could be lost. In fact, individuals may not even remember their own information due to having relied on those documents for reference.

Protecting estate planning documents may be just as important as creating them in the first place. New York residents who have concerns about ways to keep their documents safe or about obtaining copies may wish to speak with their legal counsel. These attorneys can provide information on methods for keeping information safe and accessible as well as help interested parties obtain documents or other information they may need.

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