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How FreedomFiler invented the self-purging filing system, eliminating paper clutter and the need for record retention schedules.Filing system and paper organization products from FreedomFiler help you file paper easily!Our free learning center shows you how-to file paper and set-up a filing system free of paper clutter.Sign in for discounts on orders, shipment tracking, and account balances.Get support for home filing and business filing, or download templates for printing filing categories.
 
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What should I do with inheritance papers?*

Until the inheritance has been resolved, keep all documents in an Active file. After assets have been disbursed (probate has ended), file in a Tax folder any records showing income resulting from the inheritance along with related legal correspondence, transpired agreements, and wills that have been executed. Ongoing agreements such as trusts and LLCs should be filed in a Remove/Replace folder. All vital documents pertaining to tangible assets such as titles, deeds, stocks (original purchase prices), bonds, and CDs belong in a Permanent file for resale purposes.

*NOTE: While FreedomFiler® provides a method of automatic purging which eliminates the need to review files, you must ultimately decide which documents are kept two years, ten years, or indefinitely. FreedomFiler® is not liable under any circumstances for claims of loss or damage arising from suggested document retention guidelines. Consult a professional advisor to determine your specific document retention needs and adapt your system accordingly.

 
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