I was the Executor for both my mother in law and also my husband. All bequests have been paid both wills have been carried out to the letter, I have receipts, probate papers, House sale and everything is in order and finished. I need to know when I can dispose of all the documentation relating to the two separate estates. They died within two days of each other, mother in law first.
They both died 5 years ao in March 2009.
My problem is that I am in poor health and 75 years old. I do not wish to leave a pile of useless documents for my son to wade through and decide what to do with them. The documents I refer to are acknowledgements of monies paid to settle the estates, etc. i.e. funereal costs energy bills old bank account statements, probate costs, capital gains tax receipts, etc. All documents have been sent to me by the solicitor dealing with these estates is it possible to thin them out.
I had been told that five years was sufficient but needed confirmation that this was correct. Please reply a.s.a.p. Many thanks