Individual skill
document-retention-map
Decide what documents to keep, for how long, and where — the personal/small-biz retention map by category (tax, legal, medical, warranties, employment), jurisdiction-flagged periods, and the destruction discipline for what's past its date. Use when asked how long do I keep tax documents, can I shred this, set up a document retention system, or what papers does my small business need to keep. Produces the category map with keep-periods (flagged verify-locally), the keep-forever list, the digitize rules, and the annual purge ritual.
plugins/pm-cowork/skills/document-retention-map/SKILL.md
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- Last checked
- Nov 9, 2026
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- Repository last updated
- Nov 10, 2026
- License
- MIT
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# Document Retention Map Skill
Households and small businesses keep documents by anxiety — everything, forever, in boxes — or by accident — nothing, discovered at audit time. Retention is actually a small map: a dozen categories, each with a keep-period driven by *who could ask for it and for how long* (tax authorities, courts, insurers, warranty desks), a short keep-forever list, and a destruction discipline for everything past its date — because keeping expired documents isn't safety, it's liability plus clutter. Periods are jurisdiction-specific; the map states category logic and flags every number verify-locally.
## What This Skill Produces
- **The retention map** — categories × keep-periods × storage location, jurisdiction-flagged throughout
- **The keep-forever list** — the short set where the answer never expires
- **The digitize rules** — what a scan fully replaces, what needs the paper original, and the scan-filing route
- **The purge ritual** — the annual pass that destroys (shreds, not bins) what's aged out
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