Personal Documents
- Income Tax returns for previous two years, including W-2's and 1099's
- Wills and Powers of Attorney for healthcare and financial decisions
- Trust Agreements
- Social Security benefit statement if available
- Major asset purchase details
- Cash Flow Worksheet
Employer Documents
- Two most recent paystubs
- Employee benefits booklets
- Retirement savings plans available through employer
- Pension plans
Bank or Credit Union Statements
- Checking account statements
- Savings / CDs / Money Market account statements
- Loan documents including mortgage
- Credit Card statements
Broker or Mutual Fund Company Statements
- Latest monthly or quarterly statements for all active accounts
Insurance Policy Documents
- Latest life insurance policy information and annuity account statements
- Health insurance / hospital & major medical policy information
- Disability income insurance policy information
- Property & Casualty policy information
- Long-Term Care policy information
Business Files
- Buy-Sell Agreements
- Income tax returns
- Deferred Compensation Agreements
- Stock / Options / Bonus Plans