Going through the process of creating a last will and testament can be challenging, and according to a Caring.com survey only 42 percent of American adults have estate planning documents ready. Caring.com, “More Than Half of Americans Adults Don’t Have a Will, 2017 Survey Shows,” https://bit.ly/33pxjkY. But getting clients to prepare end-of-life documents is only half the battle for practitioners. The other half, which often gets overlooked, is to ensure that the will is known to others and can be easily located when it is needed. Far too often, people spend their hard-earned money on legal services to prepare a will, but the document does not get probated because no one knows that the will was made or where it is stored.
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