Keep your original will and trust documents in a secure but accessible location — ideally a fireproof safe at home or a safe deposit box, with copies held by your estate planning attorney. Inform your executor, successor trustee, and healthcare proxy where these documents are stored. Maintain a list of assets, account numbers, insurance policies, and key professional contacts. Your wealth advisor can help you build a centralized document summary as part of your planning process.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
