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