Estate Document Inventory
9/28/2021
Legal
Death Certificate
Trust or Will documents
Tax
Latest Tax Return
Assets/Liabilities
Bank accounts
Inve...
Retirement & Longevity
Asset Checklist
9/23/2021
Current Investment statements
Brokerage statements
IRA/Roth IRA Statements
SEP & Simple IRA Statements
401k/Pe...
Markets & Investing