Fort Belvoir Will Questionnaire Page 9
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10POST-SIGNING ADVICE
Our office does not keep copies of any of the documents that are executed by you, so
it’s important to safeguard these records, and ensure that they are available when
needed. Since your executor will be required to produce the signed, original will, it
is vital that he or she has access to it. Your original powers of attorney (or certified
true copies) should be given to your “attorney in fact”, (the agent designated in your
power of attorney). Here are some ideas that may help protect your estate plan:
1. STORAGE.
A. Safe deposit box / Fire-proof safe. If you are going to store your will in a
safe deposit box, you may consider including the executor’s name on the signature
card. Otherwise, you should give the executor a copy of the will, as that person may
need it to obtain court-directed access to the safe deposit box. You may also
consider storing these documents in a fire-proof safe in the home, provided that
your executor has knowledge of its location, and access. We encourage you to keep
a copy of your Estate Planning Questionnaire with your documents, to help your
executor identify your assets.
B. Court filing. In Virginia, wills may be filed for safekeeping in the county
where the testator resides. If the testator moves from the county where the will is filed,
C. Financial Institutions. Certain banks, trust companies and other
the will should be retrieved by the testator.
organizations, (such as the Army and Air Force Mutual Aid Association), will store
and safeguard your documents for a fee. Please contact these organizations directly
for more information.
2. REVIEW. Your will does not expire, and the same may also be true of your
powers of attorney. You should review your will and powers of attorney annually to
determine if any changes need to be made due to marriage, divorce, death, birth of a
child, change of executor, change of a beneficiary or change of guardian, or other
reason. We also urge you to review your estate plan with our office every 2-3 years
to ensure that your plan is aligned with current law, and your individual needs.
Finally, please note that individuals and organizations are not required to accept
your powers of attorney. We recommend that you contact any third party (bank,
business, etc) to whom the document might be given, and obtain their review of the
document before it’s needed.
3. MODIFY. Your estate plan needs to be regularly modified to reflect changes in
the law, and changes in your life. The best practice is to return to our office to make
changes. Please do not make any pen or pencil corrections to your original will. You
may revoke your will by destroying the original with the intent to nullify it, or by
executing a new will.
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