outofprobate

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My dad died and his will and trust are in a safety deposit box. What shall I do?

If your dad has passed away and his will and trust are in a safety deposit box, you should take the following steps:

Locate the key: You will need to find the key to the safety deposit box. This may be in the possession of your dad's estate representative or attorney, or it may be with your dad's personal belongings.

  1. Notify the bank: Contact the bank where the safety deposit box is located and inform them of your dad's death. You will likely need to provide proof of your identity and a death certificate.

  2. Retrieve the documents: With the key and proper documentation, you will be able to access the safety deposit box and retrieve the will and trust.

  3. Review the documents: Carefully review the will and trust to understand your dad's wishes and the distribution of his assets.

  4. Seek professional advice: If you have any questions or concerns about the will or trust, it is recommended that you consult with an attorney or financial advisor who specializes in estate planning and probate law.

  5. Take appropriate action: Based on the information contained in the will and trust, you may need to take steps to probate the will and administer the trust, including filing the will with the appropriate court and contacting any named executors or trustees.

It's important to act promptly and carefully to ensure that your dad's wishes are honored and his assets are distributed according to his wishes.