Your Safe Deposit Box Has One Problem: Your Name

Your safe deposit box is the safest place in town for your original trust and your will. Right up until yours is the only name on it. When that name is gone, your family can't just walk in with the key. They need the bank's process, and sometimes a court order. The fix is one trip to the bank: put the box in your trust's name, so your successor trustee can get in when it matters. Originals stay in the box. A copy stays at home. Call your bank this week and ask one question: can my box be in my trust's name? Send this to whoever would need to get in. #EstatePlanning #SafeDepositBox #LivingTrust #Trustee #FamilyPlanning