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legallysound, Attorney
Category: Estate Law
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Experience:  Over 12 years of practical experience in Estate Planning, Trust and Probate law.
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How long do you have to keep estate records after it has been

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How long do you have to keep estate records after it has been closed?

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If there is an ongoing trust involved that remains active, then it could be generations.


However, if this is not a trust scenario, then 10 years is recommended.


If there are minors who must first reach either the age of majority (18 in most states) or who must reach a final age for outright and complete distribution of their share, in which case the time frame would be that age PLUS 10 years. Thanks!


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