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

Investment 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