Who Keeps the Original Copy of a Will: Understanding Custody and Storage

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Author: Paul Black

Paul’s experience as the son of two parents with big health challenges is what led him to the work he does today and gives him first-hand knowledge of the challenges that many caregivers and family members face. After graduation from GSU Law, Paul was chosen from dozens of applicants nationwide as one of three 2010-2011 Borchard Foundation Law & Aging Fellows. Paul has been named as  a SuperLawyers “Rising Star” in the area of Estate Planning and as a member of Georgia’s “Legal Elite” by Georgia Trend magazine.

Keeping Your Original Will Safe: What You Need to Know

A will is a legal document that states your wishes for distributing your assets after your death. The original copy of your will is crucial, as it’s the document used in probate to ensure your wishes are followed. Deciding who should keep the original copy is an important step, and several options are available. You may choose to store it in a safe deposit box, leave it with a trusted family member, or file it with the local Register of Wills office.

Knowing who holds the original copy of your will helps ensure your executor can access it easily when needed. If the will is stored in a hard-to-reach location, it could delay probate or cause complications in carrying out your wishes. Making a thoughtful decision about where to store your will can prevent unnecessary issues for your loved ones.

Who Keeps the Original Copy of a Will?

Deciding who should keep the original copy of a will is essential. The original will is required during probate; without it, the deceased’s wishes may be difficult to follow. Copies aren’t legally valid, so safeguarding the original is crucial.

Here are a few reliable options for storing the original will:

Testator

The testator who made the will can keep the original in a secure home location, ensuring it’s accessible when needed. However, this approach carries risks, as the document could be lost or damaged.

Attorney 

Storing the will with an attorney or a trusted law firm adds a layer of security. A professional firm experienced in estate planning can safely store the original, reducing the risk of loss or damage. This also ensures that professionals familiar with the probate process handle the document.

Executor 

The executor of the estate, appointed by the testator, may also keep the original will. Since the executor is responsible for distributing assets according to the deceased’s wishes, keeping the will with them can streamline the process when the time comes.

In Georgia, reliable resources can guide you in writing and securing a will, ensuring that all legal requirements are adequately followed. Taking these steps minimizes future legal complications and protects your intentions.

Why It’s Critical to Safeguard the Original Will

The probate court typically requires the original document to confirm the testator’s intentions, and without it, heirs may face legal obstacles that delay or complicate asset distribution.

Relying on a copy of the will involves risks, as courts rarely accept photocopies unless strict conditions are met. This can jeopardize the testator’s intentions and put beneficiaries in a difficult position. While digital copies offer convenience, they can’t replace the significance of the physical document. Access to the original ensures that all instructions are carried out smoothly, giving peace of mind that rightful heirs receive what’s intended.

Several storage options provide reliable security for the original will. A safe deposit box offers strong protection, though access may be limited during weekends or holidays. Storing the will with a trusted estate attorney is another dependable option, ensuring security and accessibility when needed. Protecting the original will avoids unnecessary legal disputes and ensures a smooth transfer of assets.

Where to Store the Original Will Safely

Keeping your original will safe is essential. The document needs to be secure yet accessible when needed. Here are a few effective storage options to consider.

A safe deposit box at your bank offers strong security and protection, but access can be tricky. Executors need authorized access, as the box is only available during banking hours. Make arrangements with your bank to ensure everything is in order.

Storing your will at home in a fireproof safe provides convenience and protects it from physical damage. Share the location and access details with a trusted person to avoid issues.

A locked file cabinet can also work, but extra security measures are needed. For this option, choose a fire- and water-resistant cabinet, and ensure only trusted individuals know its location.

Some store their will with a trusted attorney, like The Law Office of Paul Black. This option offers peace of mind, knowing it’s in professional hands, experienced in estate planning.

For those in Georgia, registering your will with the local probate court, like the Clarke County Probate Court, ensures it’s legally recognized and secure within the court system.

Finding the right storage option balances security and accessibility. Avoid hard-to-access locations, like safe deposit boxes, without authorized executor access. Making thoughtful choices helps safeguard this vital document.

What Happens If the Original Will Is Lost?

Losing the original will can cause severe challenges in managing an estate. The probate court typically requires the original document to distribute assets. Without it, the court may assume the will was revoked, making estate management more complicated.

When a will is lost, proving its existence becomes essential. Witness testimonies or an affidavit describing the will’s terms may help. Sometimes, a copy of the will can be submitted to the court if there’s proof of the testator’s intent and the copy’s authenticity.

If the court doesn’t accept the will, intestate succession laws apply, meaning the estate might be divided according to state laws instead of the decedent’s wishes. This could lead to higher taxes or unfavorable distributions for heirs or beneficiaries.

At the Law Office of Paul Black, we provide strong support through this process, handling documentation needs and meeting public record requirements. We guide clients through probate efficiently, ensuring legal compliance and protecting the client’s wishes.

Acting quickly is essential. Notifying the probate court and gathering all available evidence or witnesses related to the original will can prevent delays and complications. We aim to reduce stress, honor the decedent’s intentions, and ensure a smooth legal process.

Secure Your Estate With the Law Office of Paul Black

At our firm in Decatur and Atlanta, Georgia, we focus on estate planning and elder law. Our team understands how essential secure document management is in protecting your estate plans.

When planning your estate, keeping your will accessible and secure requires a careful approach. We offer guidance on best practices for will storage, whether by safeguarding it with a trusted estate planning attorney or using secure locations like a safe deposit box.

Our services cover a wide range of estate law, including probate, guardianships, and special needs planning. We treat every client with the same care we’d want for our own families, ensuring that your assets are protected and your plans are effectively executed.

If you’re ready to protect your estate, reach out to us. Contact us to discuss your estate planning needs and have your will safeguarded by professionals who care about your legacy.