Appointed Executor in Will of Disorganised Estate

Pennylane

getmore4less said:

Don't dispose of anything too soon even very old things like bank statements.

They don't take up a lot of space once sorted.

You never know what you might need to refer back to as you uncover things especially as you have lots of un opend mail and uncashed cheques

I also did a MSmoney back for a few years to make sure the income tax situation was up to date.

In my post I meant anything completely unnecessary. i kept all bank statements but with each bank statement came 2 or 3 sheets of general info about bank rates, charges etc and when I put all those to one side I was left with quite a big pile to shred which really lightened the load. 

BooJewels

That was what I meant too @Pennylane when I said it a couple of pages back - you end up with a lot of dross that really can go.  One bank always put the address to go in the envelope window on a separate sheet of paper, so that halved the volume of those bank statements in a flash - that was nice paper, so it's still being used in my scrap paper box. 

Some older papers don't seem immediately pertinent, so put those aside, as you do periodically need to go back to them - as you sort it will start to become obvious what you're most likely to need first.

Also check things like the insurance situation if there's an owned property in the estate.  Most general domestic insurance policies have time limits on covering the property if it's left unoccupied and you might need to arrange specialist cover and that might come with endorsements - like leaving the heating on, as we approach winter etc.

Keep_pedalling

It sounds like you may have a lot of organisations to contact so make sure you obtain a good few copies of the death certificate. 

getmore4less

Pennylane said:

getmore4less said:

Don't dispose of anything too soon even very old things like bank statements.

They don't take up a lot of space once sorted.

You never know what you might need to refer back to as you uncover things especially as you have lots of un opend mail and uncashed cheques

I also did a MSmoney back for a few years to make sure the income tax situation was up to date.

In my post I meant anything completely unnecessary. i kept all bank statements but with each bank statement came 2 or 3 sheets of general info about bank rates, charges etc and when I put all those to one side I was left with quite a big pile to shred which really lightened the load. 

Very few of the ancillary sheets need shredding on the paperwork I get.

If one side is not printed they go in our spare paper box for scribble, taking notes and printing stuff to get thrown out or distroyed after full use.

Pennylane

getmore4less said:

Pennylane said:

getmore4less said:

Don't dispose of anything too soon even very old things like bank statements.

They don't take up a lot of space once sorted.

You never know what you might need to refer back to as you uncover things especially as you have lots of un opend mail and uncashed cheques

I also did a MSmoney back for a few years to make sure the income tax situation was up to date.

In my post I meant anything completely unnecessary. i kept all bank statements but with each bank statement came 2 or 3 sheets of general info about bank rates, charges etc and when I put all those to one side I was left with quite a big pile to shred which really lightened the load. 

Very few of the ancillary sheets need shredding on the paperwork I get.

If one side is not printed they go in our spare paper box for scribble, taking notes and printing stuff to get thrown out or distroyed after full use.

You’re correct. Senior moment …. I really meant disposing of rather than shredding.👍