Long enough to protect the executor if questions arise later. Records should include valuations, invoices, correspondence, tax information, estate accounts, sale documents and evidence supporting key decisions. A…
Long enough to protect the executor if questions arise later. Records should include valuations, invoices, correspondence, tax information, estate accounts, sale documents and evidence supporting key decisions.
A well-run probate file is not bureaucratic overkill. It is what allows an executor to show that the estate was administered properly.
If a decision would be hard to explain in writing later, it is worth pausing before making it.
Related reading
- How to sell a probate property: a clear step-by-step guide for executors and familiesHow to sell a probate property: a clear step-by-step guide for executors and families/probate-guides/how-to-sell-a-probate-property/
- Can you market and accept offers on a probate property before probate is granted?Can you market and accept offers on a probate property before probate is granted?/probate-guides/marketing-a-probate-property-before-probate-is-granted/
- A realistic probate property timeline: where delays usually happen, and which ones you can actually controlA realistic probate property timeline: where delays usually happen, and which ones you can actually control/probate-guides/probate-property-timeline/
- What is probate — and do I need it?What is probate — and do I need it?/knowledge-hub/what-is-probate-and-do-you-need-it/
- How long does probate take?How long does probate take?/knowledge-hub/how-long-does-probate-take/
- Do I need a solicitor?Do I need a solicitor?/knowledge-hub/do-you-need-a-probate-solicitor/
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