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  3. Document Checklist

Document Checklist

Your Essential Documents Checklist

There are two reasons why you need to have your documents organized:

  1. Having your documents readily accessible will help you to determine where you are in relation to your financial dreams and goals.
  2. Organizing your important documents, and storing them in a secure location, makes it easier for you or your family members to handle an emergency or premature death.

We’ve created this documents checklist to help you with the process of organizing your important documents. However, we recognize that your financial goals and needs may be unique. So if you have any questions, please contact us.

  • Legal Documents
    • Wills
    • Deeds
    • Revocable and Irrevocable Trusts
    • Power of Attorney
    • Codicils (Supplements made to a Will)
    • Living Wills/Health Directives
    • Prenuptial Agreements
    • Buy/Sell Agreements
  • Social Security and or Veteran’s Administration Information
  • Insurance Policies (Life, LTD, Disability, Medical, Car, Property)
  • Medical Records
  • Bank and Investments
    • Pensions, IRAs, Annuities etc…
    • Investment Accounts
    • Stock Options/Certificates
    • Credit Cards
    • Mortgages
    • Loans
  • Tax Returns
  • Information on current and former employers
  • Titles to Homes, Autos, Boats, etc…
  • Employment benefits
  • Birth Certificates
  • Drivers Licenses
  • Adoption Papers
  • Marriage License
  • Location of Safe deposit Box and Keys
  • W-2 Forms
  • Pay Stubs
  • Contracts
  • Warranties
  • Pictures
  • Passports
  • Frequent Flyer/Awards Membership Information
  • Audio Files, Video Clips
  • Miscellaneous Memberships

 

If you’re planning to come in for your complimentary, no-obligation 60 minute wealth management
consultation, then you’ll only need to bring:

  • Your last filed tax return
  • Insurance Policies
  • Investment statements

Resources

  • Recommendations
  • Document Checklist
  • Financial Calculators
  • How Much House Can You Afford?
  • Rework your budget
  • Inflation impact on retirement
  • how will my savings grow?
  • Retirement fund
  • Mortgage Calculator
  • How Much Car Can You Afford?

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 201-226-1040
Fax: 201-226-1312
Toll Free:

Email: rtroyano@rmtwealthmanagement.com

299 Market St., Suite 330, Saddle Brook, NJ 07663

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  • Legal, privacy, copyright and trademark information

Securities and Investment Advisory Services Offered through H. Beck, Inc. Member FINRA, SIPC H. Beck and RMT Wealth Management are not Affiliated .

Neither RMT Wealth Management nor H. Beck, Inc. offers legal or tax advice. For specific information that applies to your circumstances you should consult a qualified legal/tax advisor.

We are licensed to sell Insurance Products in the following states: Florida, New Jersey, New York, Pennsylvania, Virginia.

We are registered to sell Securities in the following states: Arizona, California, Florida, New Jersey, New York, Pennsylvania, Virginia.

About tax efficient investment strategies: Investing involves risks and there is no guarantee that any particular strategy will work under all market conditions or protect against a loss in a declining market.

Investments will fluctuate and may be worth more or less than when originally purchased. Diversification and asset allocation may reduce some risks of investing, but do not guarantee a profit or ensure against market losses.

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