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Tara Farquhar

7801 Green Lake Drive North
Seattle, WA, 98103
206-713-0041
Your Real Estate Consultant

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Tara Farquhar

  • HOME
  • ABOUT TARA
  • LISTINGS + SALES
  • BLOG
  • TESTIMONIALS
  • SAY HELLO

What to Keep, Where to Store, When to Shred…

May 23, 2018 Tara Farquhar
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Tax deadline has come and gone, but  you are like me and wading through unfiled papers; I have a great list of what you need to keep, how long you need to keep it for, and where you should put it!

Originals You Rarely Need should be in Safe-Deposit Boxes & Never Discarded.

  • Household Inventory: Lists and photos of your possessions (I use Evernote for this task.  It is an amazing tool for many home organization projects.)

  • Divorce Decrees & Lawsuits: A copy should be given to your lawyer

Originals You May Need Occasionally should be kept in an In-Home Safe or Locked Cabinet and Kept.

  • Birth Certificates Death Certificates: Copy should be given to an Executor

  • Diplomas Health & Immunization Records

  • Marriage Certificates: Copy should be given to an Executor

  • Medical Directives: Copies should be given to both your heir and doctor

  • Real Estate Deeds: Keep 10 years after Sale

Tax/Financial Documents stored in Locked Cabinet for 7 years.

  • Bank and Credit Card Statements

  • Cancelled Checks

  • Home Purchase/Improvements

  • Tax Returns/Related Documents

For other great tips on organizing your home, check out my Pinterest board dedicated to the subject!

Tags 2018, evergreen
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Tara Farquhar  |  Lake & Company Real Estate, Inc.  |  206.713.0041  |  tara@lakere.com