[WSBAPT] Retaining estate documents

[Randolph Petgrave]

I am just looking for a consensus or conventional wisdom on this.

My client was PR of an estate that closed about six months ago.  She is seeking guidance as to how long she should keep the documents she has pertaining to the decedent, the estate and its assets, and the probate.

As I say, the probate closed six months ago and she was discharged.  Everything seemed to go smoothly.

What do all of you generally tell your clients in this regard?

Thanks in advance for the input.

Randy
Petgrave & Petgrave, PLLC
Attorneys at Law
1001 Fourth Ave, Suite 3200
Mailing: P.O. Box 4142
Seattle, WA 98194-0142

Direct:   (206) 240-9148
Fax:        (206) 232-4483

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