As an estate planning lawyer, I'm often asked by clients where they should keep their original estate planning documents. Do they need to keep them in a bank safe-deposit box? Generally speaking, my advice is to keep them somewhere safe and accessible but a safe-deposit box may not be the best answer and in many instances, is actually not recommended.
When a person in Florida has a safe-deposit box at a bank or credit union, only they or persons they've authorized in writing, can access the box. So what happens if the person dies and no one else is authorized? A Florida attorney can show you where the law provides a solution.
The answer depends on whether the deceased person had another person as an authorized co-lessee (or "owner") of the box and whether that person has a key. If not, resort to the probate court may be needed.