Tools

Records Inventory

In an effort to assist your heirs in attempting to cope with the many decisions that may quickly have to be made in the event of your death, GR Robbins & Associates has prepared for you an exhaustive list of the important documents and their locations which may need to be quickly accessed by them. Please make certain that a filled-out copy of this list is given to your trusted heir(s), executors(s), attorney or accountant.

The time and care taken by you to complete this list will assist your loved ones at a time when they may need it most.

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Records Retention

This list is a basic recommendation for the retention of your records and is an adaptation of guidelines compiled by the American Institute of CPAs. Individual states and industry guidelines may mandate the retention of additional records. Legal questions should be directed to your legal counsel.

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