WHAT TO BRING WITH YOU

Statements:

Bank, Investment, 401k, IRA’s, Certificate of Deposit

Beneficiary Designations:

Names, Date of Birth, and contact information

Insurance Policies:

Life Insurance, Long Term Care Insurance, and Annuities

Taxes:

Prior 2 years tax return

Estate Plan:

Will, Power Of Attorney, Advanced Medical Directive, Trust

Income Sources:

Social Security, Work Income pay stub and W2, Stock Dividends

Other Assets:

Real Estate owned, Business ownership, Rental Properties