LEGALPAPERS
Document	Retention period	Review after/Where to obtain
Wills	never destroy original	changes in circumstances or finances/file at death
Powers of Attorney	never destroy original	named agents change
Living Will	never destroy original	changesinthelaworyourwishes
Trusts	never destroy original	changes in circumstances o rassets
Guardianship Letters	public document	death of any party/obtain from court
Conservatorship Letters	public document	death of any party/obtain from court
Birth Certificates	never destroy original	no need to review/maybe used as ID
Death Certificates	never destroy original	no need to review/Bureau of Vital Statistics
Adoption papers	never destroy original	no need to review
Citizenship papers	never destroy original	no need to review
Naturalization Certificate	never destroy original	no need to review
Marriage Certificate	never destroy original	no need to review
Divorce Decree	public document	no need to review/obtainfromcourt
Military Discharge	never destroy original	no need to review/neededformilitaryburial
Social Security Card	never destroy original	no need to review/SocialSecurityoffices
Passport	never destroy original	update periodically at US Post Office
TAX RECORDS
Bank statements	keep for 7years	no need to review
Canceled checks	keep for 7years	no need to review
Credit card statement	keep for 7years	no need to review
Home purchase/improvement	keep for 7years	no need to review
Tax returns	keep for 7years	no need to review
PROPERTY RECORDS
Household inventory	keep indefinitely	update periodically
Photos of property	keep indefinitely	update periodically/keep with will
Cemetery deeds	never destroy original	no need to review/mortuary
Real estate deeds	public document	no need to review
Retirement plans	never destroy original	reviewnearretirement
Stock/bonds	never destroy original	reviewperiodically
Vehicle titles	never destroy original	no need to review/Department of Motor Vehicles
FINANCIAL RECORDS
Annuity contracts	7 years after paid out	review periodically till paid out
Loan agreements	7 years after paid	review as needed
Investment statement	7 years min.	review as needed
MEDICAL RECORDS
Health records	keep copies if not digital	review w/doctor periodically
Immunization records	keep copies if not digital	no need to review
OTHER
Diplomas	never destroy original	no need to review
Insurance policies	never destroy original	review as needed
Property tax statement	Public record	review as needed
Warranties	destroy if item replaced/sold	review as needed