Legal Question in Wills and Trusts in Indiana

How long do you Keep Files on the deceased

My aunt passed away six years ago. How long do I need to keep her financial records. I was her power of attorney.

Thank you.


Asked on 7/12/04, 7:58 pm

1 Answer from Attorneys
Mary Ann Wunder Wunder & Wunder

Re: How long do you Keep Files on the deceased

If her estate was probated in some manner at the time of her death or was too small to be probated, then after 6 years, you could certainly dispose of the records. If there was a personal representative appointed, the records should have been turned over to that person.

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Answered on 7/13/04, 11:16 am


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