As I speak with clients about their wills and trusts, I find that many people are confused about what a safe deposit box should be used for.

I’ve created a video that will answer the three most common questions regarding safe deposit boxes:

1. Do I need a safe deposit box?
2. What should I keep in a safe deposit box?
3. Who has access to my safe deposit box in the event of my death or incapacity?

First, Watch This

Then, Call Me

For more information or for help with your will or trust, visit my website or call us today at: 866-925-9797

~ Ronald Morton