Where to Keep Estate Documents and for How Long?

Advertise I Licensing I About Us I Help I Site Map I Work for InvestorGuide

Home

Stock Research

Give us feedback!

InvestorGuide University > Subject: Estate Planning > Where to Keep Estate Documents and for How Long?

Planning Your Estate
Where to Keep Estate Documents and for How Long?
by Michael Chadwick (Write for us!)
(Click on the links within the article to get definition of that word)

There's never a shortage of documents - especially in the financial world. Here's a list of what to keep, where and for how long.

Item	Where	How Long
Adoption Papers	Safety Deposit Box	Forever
Veteran's papers	Safety Deposit Box	Forever
Birth Certificate	Safety Deposit Box	Forever
Deeds/Titles	Safety Deposit Box	Forever
Health records	Safety Deposit Box	Forever
Pension paperwork	Safety Deposit Box	Forever
Stocks/Bonds	Safety Deposit Box	Forever
Wills	Safety Deposit Box	Forever
Credit Report	File	Until new one ordered
Employee benefits	File	Until new one received
Insurance policies	Safety Deposit Box	Forever
Loan paperwork	File	Payoff +10yrs
Receipts	File	Warranty expires
Soc Sec statement	File	Until new one comes
Bank Statements	File	7 years
Cancelled checks	File	7 years
Tax returns	File	7 years post File
Home receipts	File	7 years post sale
Investment records	File	7 years post sale
Warranties	File	Until item is disposed
Vehicle repairs	File	Until vehicle is sold
Passport	Safety Deposit Box	Until it expires