We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
The Forum now has a brand new text editor, adding a bunch of handy features to use when creating posts. Read more in our how-to guide

Deceased relatives paperwork clear out during lockdown

I currently have paperwork in my filing cabinet for my Gran, my Dad  and my Mum. They have all passed away now. My Dad and Gran in 2015 and my Mum in 2017.
What paperwork do I need to keep in relation to them? Do I just need to keep their probate paperwork or all bank statements etc for 7 years prior to their death dates? Any help or suggestions would be greatly appreciated. As I don't want to shred anything I might need.


Comments

  • chrisw
    chrisw Posts: 3,960 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    I would get rid of the lot apart from any sentimental records such as birth or death certificates.

    You could always get another copy if something's important or just say it's lost, but I can't think of any reason why you would need to.
  • greatcrested
    greatcrested Posts: 5,925 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    I would file and keep the official documents like Death certs, Probate, HMRC returns plus the final Estate Accounts. Unlikely to be needed, but they don't take up much space. If you have most electronically that would do too.
  • ^^^^ agreed doesnt do any harm to keep the important stuff for 7 years.
This discussion has been closed.
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 354.4K Banking & Borrowing
  • 254.4K Reduce Debt & Boost Income
  • 455.4K Spending & Discounts
  • 247.3K Work, Benefits & Business
  • 604K Mortgages, Homes & Bills
  • 178.4K Life & Family
  • 261.5K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 37.7K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.