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    margretm's Avatar
    margretm Posts: 1, Reputation: 1
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    #1

    Aug 30, 2008, 12:40 PM
    NY State Estate
    How long must you legally keep relevant paperwork on an estate once it has been closed ? This estate was in NY State.
    JudyKayTee's Avatar
    JudyKayTee Posts: 46,503, Reputation: 4600
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    #2

    Aug 30, 2008, 12:42 PM
    Quote Originally Posted by margretm
    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.
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