Where to Keep Your Will and Estate Planning Documents

Safe enough to protect, easy enough to find: where each document should live.

By No Brainer Forms Team Updated 3 min read

Key Takeaways

  • Your original will matters most; many courts want the signed original, and a lost original can create a presumption that you revoked it.
  • Good options include a fireproof home safe, your attorney’s office or, in some places, depositing it with the probate court.
  • A safe deposit box can work, but your family may struggle to open it after your death unless someone else has access.
  • Powers of attorney and health care documents should be easy to reach in an emergency; give copies to your agents and doctors.
  • Tell your executor and agents where everything is, and write it down in a letter of instruction.

Why storage matters

A will that nobody can find doesn’t help anyone. If the original can’t be located, your family may have to prove what it said, and in many states a missing original is presumed to have been destroyed on purpose, which could mean your property passes as if you had no will. Health care documents have the opposite problem: they have to be reachable within minutes, not weeks.

Storage options compared

OptionProsCons
Fireproof home safeFree after purchase, easy for you to accessFamily needs the code or key; theft or disaster risk
Safe deposit boxSecure and fire-resistantCan be hard to open after death unless a co-owner or authorized person has access
Attorney’s officeProfessional storage, easy to locate the lawyerLawyers retire or move; family must know who it is
Probate court deposit (where available)Official and secureNot offered everywhere; retrieval rules vary
Filing cabinet or drawerConvenientEasily lost, damaged or thrown out
Where to keep your original will

Where to keep each document

DocumentKeep the originalGive copies to
WillHome safe, attorney or court depositExecutor (copy only, or tell them where the original is)
Financial power of attorneyHome safeYour agent, and your bank if they’ll keep it on file
Health care POA and living willSomewhere easy to reach, not a locked boxYour agent, your doctor and your hospital records
HIPAA releaseHome filesYour agents and family members you named
Guardianship and minor consent formsHome filesCaregivers, schools and pediatricians
Letter of instructionWith your willExecutor
Storage by document type

Digital copies

Scan everything and keep the files in a secure, password-protected place, such as an encrypted cloud folder or a password manager’s secure notes. Digital copies are great for health care documents in an emergency, but courts and banks usually still want the signed original of a will. See digital estate planning.

Tell people where to look

Your storage plan only works if someone knows it. Write down where each original is, who has copies and how to access any safe or box, and keep that note with your letter of instruction. If you’re the one searching, see how to find a will and accounts.

Frequently asked questions

Should I keep my will in a safe deposit box?

It can work if someone else, such as a co-owner or a person you’ve authorized, can open the box after your death. Otherwise your family may need a court order to get the will out, which delays everything.

Is a copy of a will valid?

Courts generally want the original. Some will accept a copy in certain circumstances, but proving it can be harder, and a missing original can be presumed revoked.

Where should I keep my health care power of attorney?

Somewhere easy to reach, not in a locked box. Give copies to your agent and your doctor and ask that it be added to your medical records.

Should I give my executor the original will?

Many people keep the original themselves and tell the executor where it is. Giving the executor a copy is helpful; just make sure everyone knows which version is the original.

Can I file my will with the court before I die?

In some states and counties, yes. Probate courts or county clerks may accept wills for safekeeping for a small fee. Check whether your area offers it.

Keep reading

Don’t leave your family guessing

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This guide is general educational information written by the No Brainer Forms Team. It is not legal advice, and No Brainer Forms is not a law firm. Laws and signing requirements vary by state; for advice about your situation, talk to a licensed attorney in your state.