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- Driver’s license(s)
- Income tax returns (federal, state, local) last two years
- Recent pay stub(s) or pension statement
- Social Security statement(s)
- Statement(s) of bank account(s)
- Statement(s) of investment accounts (including cost basis)
- Statement(s) of retirement plan assets (IRA, 401(k), 403(b), pension plan, etc.)
- Children’s account statement(s) (529s and custodial accounts)
- Equity compensation statement(s) (Stock options, RSUs, Employee Stock Plan)
- Mortgage statement(s)
- Life insurance policy information and beneficiary designation(s)
- Long-term disability policy information
- Long-term care insurance policy information
- Auto, homeowner, umbrella liability declarations pages
- Estate planning documents (Wills, Trusts, Powers of Attorney, Living Wills, ILITs)
- Gift tax returns (all previously filed)