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Documents to Have Thumbnail

Documents to Have


  • Any Investment Account Statements (with cost basis)
  • Any Retirement Account Statements
  • 401(k) Fund Options (or any other employer-sponsored plan)
  • Deferred Comp Plan(s) / Stock Option Agreement(s) / Restricted Stock
  • Pension Plans / Defined Benefit Plan(s)
  • Social Security Statements
  • Employer Benefits Package
  • Mortgage / Debt Statements
  • Annuity / Insurance Contracts
  • Retirement / Pension Plan Statements
  • Recent Pay Stubs
  • Last Years Tax Return
  • Estate Planning Documents
  • Wills, Trusts, Durable Powers of Attorney, Health Care Powers of Attorney
  • Business Documents
  • Trust Statements