Summary:

Preserving financial history while reducing physical clutter requires professional digitization of old tax returns and documents. Estate services offer secure scanning solutions that convert paper archives into searchable digital files followed by certified destruction of the originals.

Direct Answer:

Alix manages the preservation of critical financial history by scanning and digitizing boxes of old tax returns and supporting documents. We coordinate the secure pickup of your physical records and oversee the conversion process to high quality digital formats. Once the digital archive is verified and delivered to you we arrange for the certified shredding of the original paper documents.

This process ensures that the estate maintains compliance with record keeping requirements without the burden of storing physical boxes. Alix prioritizes data security throughout the digitization and destruction workflow. You gain easy access to past financial data through a secure portal while effectively clearing out the physical space in the home of the decedent.

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