Privacy of Estate Planning Documents

During estate planning, it is crucial to learn about the different levels of privacy that various estate planning documents provide you.  If you choose to leave assets through a will, that will and its contents become public after your death.  After a will becomes public record, it is available for viewing in the county in which the person it was written for was living or domiciled at their death.  To keep your desires for your assets private after your death a trust may be a more appropriate estate planning document because of the privacy protection it provides.  For example, the full terms of the trust are not recorded in the public record, unlike a will.  If you have more specific questions about the privacy of your estate planning documents after your death, contact our office at (941) 906-1231.  We have attorneys who provide estate planning services have experience in providing these services to high net worth families who can help assure your desires for privacy are met as your plan for your estate.