What To Do With Your Important Documents: Advice from Entertainer’s Expert Attorney Mike Walters

The Entertainer’s trusted legal expert, Mike Walters discusses how to manage important estate planning documents. He emphasizes two important things to keep in mind: storage and copies.

He advises never to put your important documents in a bank safe deposit box. It is possible that it will get locked up if you pass away or become incompetent.  Then, the process to get back into the box demands you have those documents that are now locked up, in the box. It can take up to 3o days and cost thousands of dollars to get back into that safety deposit box.

Walters says it is important to keep your important estate planning documents at home. He suggests purchasing a two-drawer fireproof file cabinet in which documents such as passports, birth certificates, citizenship documents, etc. can be stored. “If your house burns down, it will be sitting on the slab, waiting for you,” Walters said.

Walters and Ward is a Professional Corporation that specializes in California estate planning. As legal advisers, they have completed over 11,000 wills and trusts packages in their thirty years of business.  Their focus is about helping their clients avoid probate, reduce taxes and keep family matters private.

Walters has worked with over 22,000 clients, the majority of which have been in the area of wills and trusts. Few, if any attorneys can match his experience and expertise in this area.

The Walters & Ward Law Firm is proud to serve California residents with all their legal needs. Specializing in Estate Planning, Wills, Living Trusts, and Probate, the Firm can guide you through this delicate process and ensure you and your family are protected.

Walters & Ward also offers services in Bankruptcy, Corporate Law including Business Formations, Mergers and Acquisitions, and Business Disputes. The Firm’s strong network of expert attorneys throughout Southern California can help in any legal matter. If one of the Walters & Ward attorneys cannot help, they will find someone who can.

You can learn more at www.walterstrustinfo.com or at the  free workshops they hold about estate planning, probate, wills and trusts. Sign up today by calling 1-877-779-9729 or by visiting their website listed above.  The best part — they never charge to speak with an attorney.

Don’t forget to tune in every Wednesday morning to hear Expert California Attorney Mike Walters’ free legal tips on the “San Diego Living” show on Channel 6.