If the documents are vital you need to do a few things.
1-make a duplicate
2-store duplicate somewhere else(a vault is good if geographically separated).
3-Alternate is to digitize and store in a secure environment
4-I don't work in a lawfirm but I see no reason not to give the client a copy.


-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Laura
Sent: Tuesday, December 09, 2014 8:11 AM
To: [log in to unmask]
Subject: Vital Records

I'm looking for best practices in the retention of vital records.  Specifically, estate documents prepared by a law firm.  We are debating whether or not the firm should retain the vital records in an off-site vault or if the original documents should be given to the client.  Thoughts?

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