Sample Checklist of Items Needed for Review
- Past 3 years tax returns – federal and state.
Copies of statements for all:
- Retirement accounts employer sponsored 401(k), pension, SEPs, Simple IRA, regular and Roth IRAs.
- Savings, checking, and any other bank accounts.
- Investment accounts including savings bonds and stock certificates.
- 529, custodial, or other college savings accounts.
- Trust Accounts
- Copies of all property deeds and auto titles.
- Copies of all insurance coverage – life, health, home, auto, disability, liability, long term care.
- Copies of any Will, Trusts, Health Care Power of Attorney, Financial Power of Attorney, Living Will
- Copy of all mortgages, loans, lines of credit, credit card statements and any other liabilities.
- Most recent Social Security Statements.