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Keeping paperwork- executor; how long?

6 replies

Miljea · 31/01/2021 15:03

I sorted out DM's Will and did all the distributions etc.

There was, and will be no 'fall out' from it as it was straightforward.

How long do I have to hold onto all the boxes of paperwork associated with it before I can bung them out?

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StCharlotte · 31/01/2021 18:43

Most paperwork needs to be kept for six years (and sometimes things do crop up down the line).

At the very least, keep marriage certificates, death certificates, a copy of her will, probate, estate accounts etc. I don't know if your dad is still alive but if so you might need some of that stuff when he goes.

Miljea · 31/01/2021 19:21

Thanks. Is the six years 'written' anywhere? It's been 6 years.

Dad predeceased mum. So there should be no ongoing issues.

Mum's Will paid out to me, my bro, and my DC (only grandchildren).

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Miljea · 31/01/2021 19:22

I'll hang on to certificates, etc.

But some of the to and fro from different financial institutes, maybe not!

Recalling one that demanded they speak to the deceased in order to close an account....

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samanthawashington · 01/02/2021 16:37

I stick everything in the attic and never throw anything out. I did once and bitterly regretted it

Miljea · 01/02/2021 18:38

I will probably stick it in the attic, as suggested, with a note on it saying what it is and why it's there, thus it can be destroyed IF it falls to my DC to have to clear the attic in the future.

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