The Reality of Living in America
You can never prevent someone from making a claim with 100% certainty, whether well-founded or not. However, you can take control and minimize the likelihood.
Steps to Minimize Risk
Document Your Wishes Clearly
- Have legally binding documents in writing (living trust with pour-over will or last will and testament)
- Preferably drafted by an attorney
- Include other foundational documents: power of attorney, healthcare surrogate, living will
Secure Document Storage
Keep documents in secure locations:
- Locked safe in your house
- Attorney's office
- Safety deposit box (though not always best for wills)
Key Point
Prevent unauthorized third parties from accessing your legal documents.
Don't let estate planning procrastination leave your estate vulnerable.
