Download our Checklist: What Documents Do I Need To Keep On File?

People are often confused as to what documents to keep in their files, and for how long. Records relating to tax and legal matters, healthcare issues, assets and liabilities, as well as other important transactions should be kept in case they are needed in the future.

In this checklist, we cover a number of documents that you need to consider keeping in case they encounter any number of issues.

This is a comprehensive checklist of the types of documents that you need to consider retaining in your files.