Personal Files
- Income tax returns for previous two years and trust agreements
- Wills and Powers of Attorney for healthcare and financial decisions
- Social Security benefit statement if available
- Emerald Wealth Expense Sheet
Employment Information
- Two most recent paystubs
- Employee benefits booklets
- Retirement savings plans
Bank and Savings
- Checking account statements
- Loan documents including mortgage
- Credit card statements
Investment Statements
- Latest monthly statements
Insurance Company
- Latest life insurance policy information and annuity account statements
- Health insurance/hospital & major medical policy information
- Disability income insurance policy information
- Property & Casualty policy information
- Long-Term Care policy information
