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How long to keep executor paperwork?

3 replies

Miljah · 14/02/2019 14:08

I was an executor of my mother's estate, along with my brother who 'signed' all the work over to me.

She died 5 years ago, all the cash has been distributed, no one is going to crawl out of the woodwork for 'a share'.

I have 2 box files of paperwork, closing accounts, transferring this and that.

How long do I have to hold onto it?

TIA

OP posts:
Xenia · 14/02/2019 17:36

I would suggest at least 7 years. I will not be getting rid of my father's however for much longer just in case. Eg the tax office can investigate within 6 years (and go back any time I think without limit if there is deliberate evasion|) so this kind of paperwork it can be a good idea to keep for a long period just in case.

olbndansmummy · 17/02/2019 16:38

My dh was executor for his aunt who died in 2009, we kept the actual executor and power of attorney paperwork and good we did as we needed it last week! Usually I would say 7 years, but at almost 10 we were glad we kept it.

Miljah · 18/02/2019 22:45

Why did you need it?

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