Please omit only items not part of your picture.

Identification

• Copy of Drivers Licenses
  

Real Assets

• Real Estate Addresses
  
• Approximate Personal Property Value – Furniture, appliances, jewelry, collectibles, vehicles, etc.

Account Statements

• Bank Accounts
• Taxable Brokerage Accounts
• Retirement Accounts
• Annuities
• Pensions
• Education Savings Accounts (529, Coverdell)
• Health Savings Accounts (HSAs)
  

Liability Statements

• Mortgages
  
• Auto Loans
• Student Loans
• Credit Cards
• Private Loans

Income & Expenses

• Pay Statements
  
• Social Security Statements (ssa.gov/myaccount)
• Annual Living Expenses

Insurance Statements

• Life
• Disability
• Health
• Long-Term Care
• Homeowners/Auto
• Umbrella (Liability)

Employee Benefits

• A link to the Summary Plan Description for your 401(k). (Call your Human Resource Dept.)
  
• Benefits Handbooks

Income Tax Returns (Past 2 years)

• Federal Returns
  
• State & Local Returns

Estate Documents

• Wills
• Powers of Attorney
• Advance Directives (Living Wills)
• Beneficiary Designations
• Trusts
  

Miscellaneous

• Funeral / Cremation Pre-Planning Documents
  
• Notes on anything else you think might be relevant to your financial situation

If you have trouble finding anything on the list, don’t delay your next appointment trying to find it! We will follow-up on additional items later.