{ "media_type": "text", "post_content": "For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on what to look for?", "post_id": "60081dd4cfe1310020e4d36f", "reply_count": 3, "vote_count": 0, "bowl_id": "5e51d41aa3089e001bd0b304", "bowl_name": "Estate Planning Attorneys ", "feed_type": "bowl" }

For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on what to look for?

Posting as :
works at
You are currently posting as works at

Keep in mind, the process of being bought out or closing shop is potentially not pretty when you hold a bunch of original Wills in your files and have to figure out what to do with the documents. Look at your State’s requirements on that. I know a retired attorney that has rows of filing cabinets in his garage with original wills in them. I know it’s enticing to keep the original so they have to come back to you for the Will when the client dies and then you have a chance to snag the probate work, but I don’t keep the originals. They go to the client with advisement to store them in a secure location that someone is aware of.

smart

My current firm charges an annual fee to clients who want us to store their originals. They are held off-site in fire proof safes and can be returned whenever the clients request them (seems like many eventually decide they don't want to keep paying the annual fee).

Related Posts

I was talking to a first year at a different consulting firm who mentioned that even as a first year, he gets plenty of project staffing options. Is this the norm? I got pigeonholed early

like

I have a coworker on a project who is not contributing their fair share... I'm afraid I'm already viewed as too aggressive in the group so I haven’t been vocal about it. I think I may stay silent.

Wish I were staffed on a project in a city known for clubbing and other debauchery. Vegas, New York, New Orleans…

Week 3 of 12 week project. I cherish the 3 days at home :)

On the bench and anxious! Does everyone have a project lined up immediately after a project ends even if that project weren't the top choice?

Up vote if your client made headlines last month! Mine moved the industrial index...

like

Just "wolf whistled" instead of saying my name on a client call. My young female client took it as a compliment.

like

Anyone traveled to St. Louis for client work? How is it? Dive bar recs?

When your Midwestern client discovers the remnant henna on your hands from your friends wedding and thinks you have skin disease #cantmakethisup

like

Spot check. Is this even English?... "Scope out the genesis of the project"

like

I called in sick today and ended up watching "Walking Dead" marathon while having soup in bed. Almost felt like college days. Except when the phone rang and I had to take an urgent client call.

like

Sitting next to your client while online shopping-- the miracle of privacy screens

like

What's your stance on listening to music on headphones while on client site and / or your mgr is around?

like

When a red flagged client email appears in your inbox with one word: UPDATE

like

It's a little too early in the project to be receiving an ALL CAPS email. Especially on a weekend.

like

Don't even care that I am going to be waking up at ungodly hours and that i'll be running a project for my least favorite client... because I'll be in Chicago baby!

like

When you get targeted ads for products and services your client uses...

like

When you hear your manager discussing how he "isn't too thrilled about the idea of a project in Dubai..." And you fight the urge to jump up and down screaming "PUT ME IN, COACH! PUT ME IN!"

like

When it's your second day on the project and you already get screamed at for trying to be helpful

like

When you realize half this job is swatting sh.. out of the way so you can focus on the stuff that actually moves the needle for the client.

like

Additional Posts

How does this sound?

like

Bhh d hhjjj dudjejr the jejune rhjejej. Jdjdjdn dhejejjdne dhejejjdne hehehehehje rhjejej he hehehehehje rhjejej

like

Do you see this post? 12:59am

Post with company

like

Fhhbbbbjjnnnnnnsn dnnsndjjjd dhjhdjjdjdjdjnd dhjhdjjdjdjdjnd djjfjdjjdndndnnfnd dhjhdjjdjdjdjnd dhjhdjjdjdjdjnd djjfjdjjdndndnnfnd djjfjdjjdndndnnfnd now djjfjdjjdndndnnfnd do. D dndnnfndnnsdhjdjdjdjnd

like

Still not seeing location in the post window when turning it off.

Make sure your hard work is protected. File or register with the U.S. Patent and Trademark Office or U.S. Copyright Office before it's too late. Complete our easy questionnaire and we'll help you quickly submit your application. Use your INNOVATOR code for 10% OFF.*

Riffing off of Mck's article post below, What's the most outrageous thing you've done or heard on a conference call?

like

Working remote... 8:15 email from client security" VPN unplanned outage"... Scramble!

like

PwC folks, what do you think of the new salary and cohort system?

like

What should one expect to be different when transitioning from Accenture/Deloitte to MBB?

like

Delta flyers- do you get a miles bonus at each level?

like

How feasible is it to find a job in the industry or another consulting firm just by applying online / LinkedIn / harassing recruiters vs. knowing someone who can do a referral?

like

I was hired out of my MBA to a firm that has now pushed my start date out 90 days twice since Covid. Am I doomed? Are any consulting firms are hiring right now?

like
like

Anybody else get the unpublished delta promotion based off 2015 mqd? I narrowly missed gold based on segments and miles but qualified for diamond.

like

Are you able to share your RocketBlocks login info with other people or will they flag you?

like

would you move from DC to the bay area for a 50% bump in salary ~plus 60k

like

Off for two weeks... I feel like William Wallace yelling "freeeeedommmm!!!"

like

Just got executive platinum on American! Close one.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal