My question involves estate proceedings in the state of: New York
I met with my estate executor (who is a blood relative) this week to let him know what I was doing to make it easier for him. I told him that my new will is in the a bank safety deposit box. He indicated that he was surprised I had placed the will in the bank box and asked to be granted joint duel ownership of it with a dupe key, a key to my house, and a POA. Apparently he assumed I would have given him a copy of the will. When I had the new one drawn up, the attorney that did it said NOT to give it to the executor, just keep it in a safe place and let the executor know where it was. I also informed him that a POA was only good while I was still alive and at my death the POA was no longer valid. He said he didn't know that. I also indicated that I was working on a letter of instruction. This seemed to be the only thing that pleased him. We did go to the bank and I had him made joint owner of the box, but did not give him a key yet.
Now my question is - what SHOULD he be given and not given?