Here’s what you need to know before storing your will online 

It’s also important to note that while online storage is convenient, it should not replace seeking expert advice in estate planning. It also should not replace having physical documents saved in a safe place.

The “legally binding hard-copy signed versions” are the most important, said Keckler from Ameriprise Financial.

There are some instances where you will need a signed document. For example, not all hospitals will accept electronic copies of legal documents such as power of attorney or a health directive, said Edelman.

In addition, different states have varying rules on paper documents. New York State still requires original copies for most legal documents, said Pierro of Pierro, Connor & Strauss.

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Experts recommend storing originals and copies with your attorney, and also in a safe or other secure location in your home with other important documents like birth certificates and marriage licenses.

One thing experts do not recommend is storing estate planning documents in a safety deposit box.

Such boxes are generally frozen in the event of your death, said Holeman from Betterment. There is a complicated process for opening them, said Pierro at Pierro, Connor & Strauss, and if you haven’t named another person on the box, your family would have to go through probate court to access its contents.

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