Asset Checklist
- Current Investment statements
- Brokerage statements
- IRA/Roth IRA Statements
- SEP & Simple IRA Statements
- 401k/Pension Statements
- Annuity Statements
- Real Estate Investments
- Estimated Values
- Cash Flows
- Loan Balances
- Loan Interest Rate, Term, & Structure
- Bank Statements
- Money market/CDs
- Savings
- Checking
- Recent liability (credit) statements
- Mortgage
- Car loan
- Home Equity Loans
- Personal loans
- Estimates of current and future income
- Estimates of expenses
- Insurance Polices
- Term
- Cash value
- Long Term Care
- Most recent tax return
- Estate planning documents
- Trusts
- Wills
- Powers of Attorney