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Just moved back to NC from VA and having to re-do my will and power of attorney and healhcare directives.
The software I am using ( Quicken Willmaker ) recommends "Everplans" as a way to safeguard important documents online.
So I am wondering if anyone has any experience with Everplans, good or bad. Is it helpful? Does it offer anything better than my simply encrypting my documents and backing them up myself? I have good encyption software and backup everything fairly often.
Though I may have used some web template to generate important documents like those, I don't store such things online. I keep a notarized/signed hard copy at home, a scan on the home computer hard drive or a flash drive/CD, and another on file with the trust company who will serve as my executor. My healthcare proxy, my PCP, and the local hospital I would most likely be transported to have copies of my advanced directive.
Though I may have used some web template to generate important documents like those, I don't store such things online. I keep a notarized/signed hard copy at home, a scan on the home computer hard drive or a flash drive/CD, and another on file with the trust company who will serve as my executor. My healthcare proxy, my PCP, and the local hospital I would most likely be transported to have copies of my advanced directive.
Smart. I plan to do something similar, but might also use Everplans or something like it. Just to make it easy for my executor ( son or daughter ) to access everything. Also plan to store originals in a safe deposit box at my credit union.
What I don't know is whether or not Everplans would be worth the effort to use it.
Smart. I plan to do something similar, but might also use Everplans or something like it. Just to make it easy for my executor ( son or daughter ) to access everything. Also plan to store originals in a safe deposit box at my credit union.
What I don't know is whether or not Everplans would be worth the effort to use it.
Frankly, how much easier would it be to hand a copy of the most current signed original to the person who needs it? Be careful about storing important originals in a safe deposit box. The bank will freeze your accounts upon notification of your death. That will probably include access to the box. A person who needs that original won't be able to get into it without a court order. Make sure anyone who will need access to the box's contents signs the signature card!
Last edited by Parnassia; 02-13-2024 at 05:10 PM..
Frankly, how much easier would it be to hand a copy of the most current signed original to the person who needs it? Be careful about storing important originals in a safe deposit box. The bank will freeze your accounts upon notification of your death. That will probably include access to the box. A person who needs that original won't be able to get into it without a court order. Make sure anyone who will need access to the box's contents signs the signature card!
Indeed. My son will be a signatory and will have one of the two keys to the box. I will also provide him with signed and notarized "originals" ... I am just seeking redundancy and minimizing risk.
Indeed. My son will be a signatory and will have one of the two keys to the box. I will also provide him with signed and notarized "originals" ... I am just seeking redundancy and minimizing risk.
I meant to mention the box key too. My dad gave one to me, but I had no urgent reason to get into the box anyway. He kept his will at home, we'd discussed my future executorship beforehand, and I knew where to find the original. That plus the DC generated the court authority I'd need. IME, you can have too much redundancy. That can make things more complicated because it is harder to keep everything current.
I meant to mention the box key too. My dad gave one to me, but I had no urgent reason to get into the box anyway. He kept his will at home, we'd discussed my future executorship beforehand, and I knew where to find the original. That plus the DC generated the court authority I'd need.
Thanks for all the advice. Part of the reason for moving back here to NC was to be near family and get all my affairs in order, and to simplify things for me and my family. It is a sobering process, even though I plan to live for quite a while. Will be headed to the credit union in a few days to rent the box and get everything signed and notarized.
Off topic ? Happy you're near family; yesterday fell, broke my arm. Praising my Lord for their care.
Sorry to hear about the accident! Hope you have a quick and easy recovery!
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