Free e-Book Download:
The Essential Guide to Document Preservation When Settling an Estate
Take the stress out of estate paperwork with this practical, expert-backed resource.
Settle with Confidence. Protect What Matters.
Settling an estate can be emotionally overwhelming—and administratively complex. You're faced with a mountain of paperwork, legal requirements, and decisions about what to keep, store, or destroy.
This guide was created to help. Whether you're managing a loved one’s estate or planning ahead, this free e-book walks you through the most critical parts of document preservation and secure destruction—so you can move forward with clarity and peace of mind.
What You’ll Learn Inside:
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What documents you need to settle an estate
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Which records must be kept—and for how long
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What digital files are acceptable, and when originals are a must
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How to safely dispose of documents to prevent identity theft
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Where to go to request missing records
Get the Free Guide!
Complete this form to download instantly.
This guide was developed by legal and document security professionals who understand the challenges—and responsibilities—of estate settlement. It’s not just a checklist. It’s a roadmap designed to protect your loved one’s legacy and safeguard sensitive data.
Why It Matters:
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Identity theft can happen after death—proper disposal is critical.
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Missing documents can stall probate and increase costs.
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Many institutions require certified originals, not copies.
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Probate courts are moving toward digital filing—but originals still matter.
By understanding what to keep, what to shred, and how to organize it all, you reduce risk and stress—for yourself and those left behind.
Who This Guide Is For:
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Individuals managing a loved one’s estate
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Executors, administrators, or trustees
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Professionals supporting families through estate settlement
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Anyone planning their estate and legacy
Get Instant Access
Complete the form on this page to receive your free copy.
Once submitted, you’ll be redirected to a Thank You page with a download link to the full guide.
Your Peace of Mind Starts Here.
Estate settlement is complex, but it doesn’t have to be chaotic. With the right systems and expert insight, you can take control of the process—and do it right.
Brought to you by:
Hinckley Allen & Snyder LLP – Trusted legal counsel in estate planning and probate.
Infoshred – Leaders in secure document destruction and information management.
