When to Shred the Documents of a Deceased Person

Did you know that deceased people's estates are prime targets for fraudsters? In this video, we explore the crucial steps to protect your loved one’s identity by properly handling their sensitive documents.

Learn what to shred immediately – like credit card offers and paid utility bills – and what to retain for specific periods, such as tax returns and medical records. We’ll walk you through timelines for document retention, ensuring legal compliance and avoiding unnecessary risks.