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Recent statement for all bank accounts.
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Recent statement for all IRA accounts.
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Recent statement for all savings accounts.
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Recent statement for all Certificates of Deposit.
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Recent statement for all pension accounts.
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Recent statement for all 401k accounts.
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Recent statement for all brokerage accounts.
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List of all Stock Certificates or Bonds you hold.
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Value information for any business(es) you own that are not publicly traded.
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Recent statement for any other investments.
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Federal Income Tax returns for last 3 years.
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All Life Insurance Policies.
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All Long Term Care Insurance Policies.
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All Automobile Insurance Policies.
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All Homeowners Insurance Policies.
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All Umbrella Insurance Policies.
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List of all real property with the vesting for each parcel of property.
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List of all personal property worth more than $10,000 per category. Some examples are:
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Copy of all Wills and/or Trusts (unless we prepared them for you).
