Shredding Your Estate Plan

Do you need to keep every document you’ve ever collected in connection with your estate planning? Of course not. Let us help you with shredding your estate plan — or at least the parts you don’t need to keep around.

Of course you should keep the originals of your current estate plan. But what about those drafts you got from our office? And what about the previous will and powers of attorney?

In this Elder Law Issues podcast episode, we talk about the value of culling your old documents. We also discuss where we think you should keep original documents (spoiler alert: we don’t think it’s at our office, or in your bank safe deposit box).

Shredding your estate plan — just not the current originals — can be liberating. You can get rid of a lot of useless paper, and simplify your files. We offer free shredding services for our clients, and we can help.