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Other Articles
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Planning Your Estate
Where to Keep Estate Documents and for How Long?
By Michael Chadwick
President, Chadwick Financial Advisors
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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