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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Verdana Pro",sans-serif">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.
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Verdana Pro",sans-serif">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Verdana Pro",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:14.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">Dalynne Singleton<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">Gourley Law Group<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">Snohomish Escrow<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">The Exchange Connection<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">Snohomish, WA 98291<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">360.568.5065<o:p></o:p></span></p>
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<p class="MsoNormal"><u><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#0563C1"><a href="mailto:dalynne@glgmail.com"><span style="color:#0563C1">dalynne@glgmail.com</span></a></span></u><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="font-size:14.0pt;color:black"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:Californian;color:black">LICENSED IN WASHINGTON AND OREGON</span></i><span style="font-size:12.0pt;font-family:Californian;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:10.5pt;font-family:"Open Sans";color:#56606A"><img border="0" width="86" height="123" style="width:.8958in;height:1.2812in" id="Picture_x0020_1" src="cid:image001.jpg@01D441DF.C47DACB0" alt="2018 WSAJ EAGLE Badge"></span><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Verdana Pro",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jake Seegmuller<br>
<b>Sent:</b> Friday, August 31, 2018 11:45 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Intestate Probate Administration: Suggestion to Client as PR for Retaining Records<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hello listmates,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">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.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">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.<o:p></o:p></p>
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<p class="MsoNormal">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?<o:p></o:p></p>
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<p class="MsoNormal">Thank you!<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:#646464">Jakob O. Seegmuller
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:#646464">Attorney<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:#646464">NW Legacy Law Center, P.S.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#8D8D8D">360-975-7770 | <a href="http://nwlegacylaw.com/" target="_blank"><span style="color:#8D8D8D">http://nwlegacylaw.com</span></a><o:p></o:p></span></p>
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