Retention Guide for Legal Services
This list is not exhaustive and is intended as a guide only. Please feel free to contact us for further assistance regarding your retention obligations.
- Architect/Builder agreements – 6/12 years.
- Contracts – 12 years.
- Agreements under seal – 12 years after expiry.
- Expired patents – 12 years.
- Indemnities and guarantees – 10 years after expiry.
- Leases – 12 years.
- Licensing agreements – 10 years after expiry.
- Major agreements – 12 years.
- Minute books – Until fund ceases or merges + 12 years.
- Planning permission – 12 years.
- Title deeds – Until transfer to purchaser.
- Trademarks – 6 years.
- Trust deeds – Until fund ceases or merges + 12 years.
Document Management for the Legal Sector
EvaStore understands the sensitive and highly critical nature of your storage which is why we have invested in an ultra-secure, fire-rated Vault facility equipped with an automatic fire suppression system and additional access control making it the perfect environment to store your deeds, wills, bank records and credit files.
Professional authorities within your industry such as the Solicitors Regulation Authority, Law Society, the Financial Services Authority and the HRMC either advise or enforce obligations in the storage and management of your firms and your clients’ important boxes, files and documents.
Our highly trained employees work with you to assist in your compliance with increasingly stringent legislation through ensuring that your internal client file management systems work in synergy with our O’Neil Software and hardware solutions enabling us to track warehouse operations and monitor the review and destroy dates of your boxes, files and documents.
- Your clients’ and your own important files and documents are managed in our modern and secure document storage facilities.
- All staff are CRB checked and bound by confidentiality agreements to protect your information.
- EvaStore’s fleet of secure vehicles are satellite-tracked.
- Operate O’Neil Software, the barcode management solution which allows us to track every activity of your boxes, files, records or documents.
- Rapid physical or electronic retrieval of your required information.