Checklist
Client document checklist
Bring what you have. Missing something? Come anyway. We’ll tell you what else we need.
Tip: print this page with your browser’s print button. Please don't email account numbers or Social Security numbers. Bring them to your appointment instead.
Estate planning
- Names and birth dates of spouse, children and grandchildren
- Who you’d pick as executor, trustee and guardian
- Who you’d pick as health care agent and POA agent
- Deeds to real estate
- Bank, retirement and investment statements
- Life insurance policies and beneficiary forms
- Current will, trust, POA or health care proxy
- Prenuptial agreement, if any
When a loved one passes
- Certified death certificates
- Original will and any codicils
- Names and addresses of close family
- Bank and investment statements
- Deeds and vehicle titles
- Life insurance and annuity policies
- Recent bills and last tax returns
Buying a home
- Accepted offer and agent contact
- Lender and loan officer contact
- Photo ID
- Homeowner’s insurance agent
- Inspection report
Selling a home
- Your deed, survey and title policy
- Mortgage payoff details
- Recent property and school tax bills
- Permits and certificates of occupancy
- Leases, if the property is rented
Long-term care planning
- Statements for all accounts
- Deeds to real estate
- Income: Social Security and pensions
- Life and long-term care insurance
- Existing will, POA and health care proxy
Starting a business
- Business name ideas
- Owners and ownership split
- Business address and county
- Accountant’s contact
- Any lease, contract or letter of intent
Landlord or tenant
- The lease and any changes
- Rent ledger or payment history
- Notices sent or received
- Photos, texts and emails
- Property address and owner’s name
POA and health care
- Names and contact info for your agents
- Backup agents
- Your doctor’s name
- Any forms you already signed
Next step
Have your papers ready?
Book a time to come in, or meet by phone or video.