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margretm
Aug 30, 2008, 12:40 PM
How long must you legally keep relevant paperwork on an estate once it has been closed ? This estate was in NY State.

JudyKayTee
Aug 30, 2008, 12:42 PM
How long must you legally keep relevant paperwork on an estate once it has been closed ? This estate was in NY State.



The Court has a copy of what was filed. I'd keep my own copies for seven years. I don't think there's any "must." Depends on who/when/where the estate is contested - and if.

I just keep my personal papers - I'm in NYS - for 7 years. Law firms "usually" keep them for 10. I believe the NYS Corporation Law requires 7.