What to Bring

  • Last two (2) years' tax returns
  • Most recent investment account statements
  • 529 education account statements
  • Annuity account statements
  • Mortgage statements
  • Copies of all legal documents (wills, trusts, etc.)
  • Life insurance policies
  • Disability income policies
  • Long-term care policies
  • Medical insurance statements
  • Auto insurance policies
  • Homeowner's insurance policies
  • Umbrella policy
  • Annual Social Security Benefit statement
  • Employee benefit statement
shutterstock_174409667