Attorney Jerry Taylor explains why storing wills, trusts, and cash in a safe-deposit box after someone dies creates legal headaches. Banks lock the box, probate courts get involved, and families face delays retrieving critical documents and assets. He walks through the steps to access it and why you need a backup plan.
Hello everybody, Jerry Taylor. Hope you're doing good tonight. I thought I would come to you tonight with some real practical advice that stems from a situation I've seen in my practice just in the last couple of weeks, and that is where a family came to me. The father in the family had just passed away and owned a safe deposit box, and in that safe deposit box, apparently he kept his will, his trust, his power of attorney, all of his estate planning documents are, according to the family, in his safe deposit box. And in addition, there is likely a fair amount of cash in there, some jewelry, some things that are very important to the family, obviously. That they want access to now that he's passed away. But I have learned that apparently
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