Planning Your Estate
Where to Keep Estate Documents and for How Long?
by Michael Chadwick (Write for us!)
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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 |
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