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FAQ #36905

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I was the guardian for someone who has now died. How long should I keep the financial and personal records of that person?

Related resource areas: Family Caregiving, Personal Finance


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As a guardian, you made the financial and personal decisions of the ward under the approval of a court. Once the final reports and accountings are made to the court and the ward's estate has been settled, then your duty has been discharged. You, as the guardian, are liable for your acts until the court allows (approves) the account. Once the guardianship is terminated by the court, you are no longer liable to the court or your ward, and you are protected from future liability during your time as a guardian. At this point, you no longer need to keep copies of those records. If they should be needed for some reason, you could obtain a copy from the court. Other records, such as birth and death certificates, can be obtained from local agencies.

Seeking assistance from an attorney familiar with guardianship procedures in your state may be beneficial if you have additional questions or concerns.

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