Confidential Document Disposal for an Estate Sale

Confidential Document Disposal For Estate SalesWhether you offer estate sale services or you’re getting ready to host an estate sale after losing a friend or family member, there’s more to think about than tagging items and advertising the event. Consider confidential document disposal before you invite others into the home. Taking time to remove personal information and records doesn’t just protect your loved one’s legacy — it could protect the investments and identities associated with living relatives and friends.

Remove Items Before An Open House

Prior to surrendering the home to an estate sale company or doing it yourself, go through the home and remove sensitive documents. If you’re an estate sale company, help protect your customer by returning sensitive documents to the family immediately. Sensitive documents may be located in:

  • Home offices

  • Filing cabinets

  • Storage boxes

  • Random drawers or cabinets

Sort Confidential Records

Decide what information should be kept and what can be destroyed. At this point in the estate-management process, you can usually destroy aged financial records like credit card and bank statements. Unless there are claims pending, you can also get rid of property insurance policies that are no longer active. You may want to hold on to documents that show values for investments being transferred to heirs as well as life insurance policies. If there are any issues open regarding the estate, keep everything until those issues are resolved or consult with a legal expert about what you can destroy.

Confidential Document Disposal via Shredding

A lifetime of records may be daunting when considered at one time, which is why a one-time shredding service can help reduce the stress associated with preparing for your estate sale. Most professional shredding services (like Sergeant Shredder) will work with you to schedule a pickup or drop off of documents. We also guarantee the security of your information before, during, and after confidential document disposal process.