Document Retention

It is our standard policy to retain files for a period of seven years, and to do so in electronic, rather than paper, form as to all materials other than legally significant original documents such as wills or coop stock certificates.

In the event that this firm ceases operations, we will make our best efforts to contact you and deliver your files to you. If this does not occur, we will make best efforts to transfer our files to a successor firm and to notify all past clients of such transfer through our website and mailings. Original wills may be deposited for safekeeping in the Surrogate’s Court of the county in which the client resided at the time the will was signed.