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- Investment account statement(s)
- Income tax returns (federal, state, local) for past two years
- Statement(s) of wages or pension/pay stub
- Retirement plan statement(s)
- Statements of children’s accounts: 529s, custodial accounts
- Stock option/RSU statement(s)
- Estate planning documents (Wills, Trusts, Powers of Attorney, Living Wills, ILITs)