[WSBAPT] Intestate Probate Administration: Suggestion to Client as PR for Retaining Records

[Dalynne Singleton]

As an attorney, I save my closed files for 10 years.  I have started scanning old files and then shred the contents of the boxes.  Only thing we keep is original deeds, contracts, wills, etc.  Now our practice is to provide all original documents to the clients.  On the old files, if we find originals, we write to the client to see if we can mail to them or have them pick up.

I would think it appropriate to scan all the old records to a CD Rom and then discard anything that is not needed as an original.  This should allow the PR to have very little necessary storage.

Dalynne Singleton

Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291

360.568.5065
360.329.4079
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jake Seegmuller
Sent: Friday, August 31, 2018 11:45 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Intestate Probate Administration: Suggestion to Client as PR for Retaining Records

Hello listmates,

This is my first question to the group as a Washington attorney, and it's not one I've found a clear answer to in my initial investigation.

We have a client serving as PR of a substantial estate. Decedent died intestate and engaged in no estate planning. Decedent held several entities and assets that produced an enormous amount of paper. Client provided us these records - everything from bills, to checks, to formation documents, to taxes to organize and understand the estate.

At the end of administration, I'm wondering what the best suggestion for record retention is for the client. How long should a former PR retain records of the Decedent used for estate administration? I've seen some suggestions focused strictly on the IRS tax issues suggesting three to seven years, others suggesting ten years. What has been your practice for advising clients as former PRs for retaining estate records? Is digitizing appropriate?

Thank you!



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Jakob O. Seegmuller
Attorney
NW Legacy Law Center, P.S.
360-975-7770 | http://nwlegacylaw.com<http://nwlegacylaw.com/>
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