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#1549737 - 05/11/11 08:19 PM Record Retention
KTW327 Offline
100 Club
KTW327
Joined: Mar 2011
Posts: 183
In the trees
I know record retention is generally a state specific issue. HOWEVER- I am hoping this question is not.

We have documents that need to be destroyed. We are a small institution, so we don't send our documents anywhere for storage, we just keep them onsite.

We have trust records that belong to trust accounts that have been closed for over 7 years. My question is, how detailed do we have to be on the destruction log? Do we need to record just that it was a trust document that was destroyed or do we need to include details about the trust, such as the name and date of the documents?

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#1549845 - 05/12/11 12:04 AM Re: Record Retention KTW327
rlcarey Offline
10K Club
rlcarey
Joined: Jul 2001
Posts: 85,242
Galveston, TX
"Trust documents" is a pretty broad category. Depending on the documents you are referring to, some State require permanent retention.

Sorry - back to State law.
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