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Home >> Safety Deposit Boxes and Your Estate

Safety Deposit Boxes and Your Estate

October 5, 2012 by Robert Kulas. Leave a Comment

While safe deposit boxes are great when you need to store personal items securely, they aren’t always ideally suited for estate planning purposes. While you can use a safe deposit box as part of your overall estate plan, you will want to keep these tips in mind to ensure it doesn’t cause problems when it comes time to distribute your estate.

Tip 1. Keep your personal representative informed.

Safety deposit boxes offer a very secure way to store valuable possessions and also a way to keep your affairs private. However, once it comes time to manage your estate, your estate administrator will need to know that you have a safety deposit box. If not, the assets you’ve placed in the box may go undiscovered.

Tip 2. Make sure someone else has access when needed.

If you have an individual safe deposit box you essentially lease that space from the bank. When you die, the contents of the safe deposit box will be part of your estate, but someone else will need to access the box in order to determine what is there. If you and your spouse signed up as joint tenants for the safe deposit box, your spouse will be able to access it. However, if your spouse is already deceased or you rented the box as an individual, you will want to speak to your estate planning attorney to determine the best method of ensuring that someone else will be able to access it.

You can learn a lot more about a number of estate planning issues at one of our free seminars this October. We’ll be talking about living trusts on October 23, and 24th, in Vero Beach and Port St. Lucie, Florida. Seating is limited so contact our office for more information.

Filed Under: Probate, Wills and Trusts Tagged With: Probate

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

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Janice M
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

default image
Krissy L.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

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Leo C.
Client Review
August 25, 2020
    

Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

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Mildred W.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

default image
Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

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L.G.K.
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