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Taxation & Estate Planning

: Death and Taxes Blog

Why I Don't Keep Original Documents for My Clients

By Joel A. Schoenmeyer

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I blogged here about estate planning attorneys storing their clients' original documents. The issue came up again today on the ISBA Transactional Law listserv. I thought about my position on why I don't keep clients' original documents, and wanted to share it here. I don't keep any originals, for a few reasons: 1. "I'm an attorney, not a Will repository, damnit!" (Imagine me saying this in the voice of Bones, from Star Trek) 2. The biggest rationale for keeping original documents -- that yo read more

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Full post as published by Death and Taxes Blog on January 25, 2008 (boomark / email).

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