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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

Have a Question?

Thank you!