Document Checklist

Past 2 years tax filings (1040’s)

Latest Bank Statements
Savings Accounts
Checking
CDs
Money Market Accounts

Last Quarterly Statements for:
Employer Pension 
Deferred Compensation Plan 
Qualified Accounts:

401k
SEP
IRA
ROTH IRA
SAR-SEP
457

Investment Brokerage Accounts
Social Security Statements

Insurance Policies
Life Insurance Policies
Disability Insurance Policies
Health Insurance Policies
Auto & Home Owners Insurance Policies
Liability Insurance Policies

Financial Statements
Net Worth Statement
Cash Flow Statement
Balance Sheet

Current Wills and Trust Documents

Last billing statements on all Debt:
Home Mortgage
Credit Cards
Installment Loans
Student Loans
Vehicle Loans
Home Equity Loans
Outstanding Medical Bills