[WSBAPT] Retaining estate documents

[Jay DeMers]

Hello Randy,

Here are the guidelines I always followed:

1) Was a 706 required with the State of WA or the IRS? If so, keep it for 7
to 10 years.
2) Assuming that the Inventory and Appraisement was *not* filed with the
Court, keep it and how your client arrived at all of the values for 7 to 10
years.
3) Assuming everything else was filed with the Court, then there is no need
to keep those documents.
4) I am not recommending that  you destroy your own file on this for 7 to
10 years, to protect yourself and to possibly provide something that might
be needed in the future if your client dies and her documents are not
available.

Best,
Jay



On Thu, Jul 27, 2017 at 2:14 PM, Randolph Petgrave <RandGrave at msn.com>
wrote:

> 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
>
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>
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