LEE DAVIDSON Advanced Planning Director Q. A. Where should I keep my documents and wishes? Writing down your wishes, important information and any special requests is a fantastic way to give your executor a head start on the task of settling your estate. These documents should be stored in a safe, lockbox, safety deposit box, or with a lawyer. It is a good idea to make a copy available to your executor so that they either have a copy or know where to get it in the event of your passing. Keep in mind that access to a safety deposit box may not be immediate and having a copy of important documents ahead of time will make the job of the executor easier. It is also a good idea to keep a virtual copy backed up as well as this is accessible from anywhere. Ensure your executor knows where they can find these documents when they need them and that they will have access to them if they don't already have a copy. Hansons ARBOR FUNERAL CHAPELS & CREMATORIUM WEST KELOWNA | 250-768-3702 | 2541 Churchill Rd PRINCETON | 250-295-6102 | 113 Vermilion Ave PENTICTON | 250-493-4202 | 1258 Main St KEREMEOS | 250-499-2121 | 702 7th Ave www.hansonsfuneral.ca Partners with Park Lawn LEE DAVIDSON Advanced Planning Director Q. A. Where should I keep my documents and wishes ? Writing down your wishes , important information and any special requests is a fantastic way to give your executor a head start on the task of settling your estate . These documents should be stored in a safe , lockbox , safety deposit box , or with a lawyer . It is a good idea to make a copy available to your executor so that they either have a copy or know where to get it in the event of your passing . Keep in mind that access to a safety deposit box may not be immediate and having a copy of important documents ahead of time will make the job of the executor easier . It is also a good idea to keep a virtual copy backed up as well as this is accessible from anywhere . Ensure your executor knows where they can find these documents when they need them and that they will have access to them if they don't already have a copy . Hansons ARBOR FUNERAL CHAPELS & CREMATORIUM WEST KELOWNA | 250-768-3702 | 2541 Churchill Rd PRINCETON | 250-295-6102 | 113 Vermilion Ave PENTICTON | 250-493-4202 | 1258 Main St KEREMEOS | 250-499-2121 | 702 7th Ave www.hansonsfuneral.ca Partners with Park Lawn