Download What to bring on your first appointment

WHAT TO BRING ON YOUR FIRST APPOINTMENT
 Checking, savings statements from banks and credit unions for last full year (all
pages)
 Investment account statements (stocks, options, mutual funds, etc.)
 Employment pay stubs for the last six months
 IRA, 401(k), profit sharing, and deferred compensation statements for last full year
 Pension, annuity statements for last full year
 Tax returns, federal and state for last three years (all pages)
 Credit card statements for last six months
 Mortgage statements for last three months
 Student loan payment history
 Credit Report for both spouses (if you are still living together)
 Title, lease or loan agreements on all vehicles, watercraft, aircraft, campers, etc.
 VIN on all vehicles, watercraft, aircraft, campers, etc.
 Any and all documents from real estate purchases and leases
 Life insurance policies
 Resume for you and your spouse
 Current and prior court documents
 Estate planning documents (Wills, Trusts, Powers of Attorney, etc.)
 Health records of either spouse including diagnosis, medication, treatment if health
is an issue
 Prenuptial or post-marital or any other written agreements between spouses
 Any and all documents relating to business interests
 Appraisals of any property in the last year
 Promissory notes