Estimate a retention and review date for data retention work. Adjust the operational and scenario assumptions to see a transparent main result, supporting metrics, and practical interpretation. This independent planning tool does not determine legal obligations or replace advice from qualified counsel.
The deadline is the modeled earliest disposition date under the entered rule, while the review date indicates when the organization should begin checking holds and approvals.
Do not destroy records solely from this estimate. Legal holds, contracts, regulator orders, privacy rules, and later trigger events can override the entered schedule.
For a July 16, 2026 trigger, 7 years, 0 extra months or days, and a 30-day lead, the retention deadline is July 16, 2033 and the review should begin June 16, 2033.
Use the event specified by the governing schedule, such as closure, termination, creation, or final disposition.
No. Calendar-year addition accounts for leap years and retains the month and day when possible.
It is the advance period reserved to verify holds, approvals, duplicates, and disposition authority.
Yes. A valid hold can suspend disposition beyond the scheduled date.
No. Confirm all applicable laws, contracts, holds, and organizational policies before disposition.
| Input | Role in the estimate |
|---|---|
| Trigger date | User-entered scenario assumption |
| Retention years | User-entered scenario assumption |
| Additional months | User-entered scenario assumption |
| Additional days | User-entered scenario assumption |
| Destruction review lead time | User-entered scenario assumption |