As a person who had to recently go about getting some stock information
from a deceased member passed to the husband it was helpful for us to
have the will up to 10 years later.

You might also try county clerk courthouses as that is where we had to
go to get the original in this case.

Ms. Laura F. Bell
DOT Directives & Records Management
Office of the Secretary of Transportation
[log in to unmask]
202-366-9761

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Steve Shalagan
Sent: Monday, January 29, 2007 4:09 PM
To: [log in to unmask]
Subject: [RM] Law Firms and Retention of Wills

 
If you would: 

I require some information on the processes/procedures involved in the
keeping of wills by private sector legal firms. I require:

1. How long do you retain originals? Copies? 
2. What do you do for security? Where are they kept? 
3. Do you keep them electronically? What index criteria do you use?
4. Access? Who has access to the wills? 
5. Exhibits/Attachments. Do you only store the will or do you store it
along with Powers of Attorney, Testamentary  
   letters, etc....
6. Do you store them offsite/onsite? 

You can respond on or off list. Thanks. 


Steve

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List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance