First Meeting Documents

What to bring to your first meeting with us.

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Estate Planning Documents

Power of Attorney
Health Care Power of Attorney
Wills
Living Wills
Trust
Other Agreement - Prenuptials
Recorded Gifts above Unified Credit
Executor/Executrix

Business Documents

Business Agreements
Buy-Sell Agreement
Federal & State Tax Returns
Income Statement
Balance Sheet
Previous Business Valuation
Employee Census

Tax/General Planning Documents

Tax Returns
- Current
- Previous Year
Monthly Budget
Social Security Estimate
Lock Box

Investment/Retirement Documents

Bank Statements
- Checking
- Savings
CDs Retirement Savings Plans (Defined Contribution & Defined Benefit)
- IRA (Roth, SEP, SIMPLE)
- 401(k)
- 403(b)
- 457 (DCP)
- Pensions
Non-qualified Retirement Plans
Brokerage Accounts
Mutual Funds
Annuities
Individual Securities
- Stocks
- Bonds
- Savings Bonds
Options, Warrant Rights, etc.
Life Insurance Policies
Disability Policies
Long Term Care Policies

Employee Benefits Documents

Pay Stub
Employee Benefits Booklet
- Life Insurance – Amount?
- Health Insurance – Plan Description?
Disability
- Long/Short
- Replacement Percentage
- Waiting Period/Benefit Period
Long Term Care
- Replacement Percentage
- Waiting Period/Benefit Period
- Supplemental – (eg. AFLAC)

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