Why Recording an Estate Plan Isn’t a Good Idea
Several years ago, publicly recording Wills or other estate planning instruments was simply the way things were accomplished. Even today, many people automatically assume that the first step after creating an estate plan is to have it placed on the public record and recorded with their local county recorder. I will still have individuals come to my firm with this assumption because of something they either heard from older family members or read on the Internet. However, times have changed, and so has current thought on estate planning best practices. These days, very few estate plan documents are recorded, and for good reason. Let’s examine why recording an estate plan is not only unnecessary but might even cause problems.
