 |
Federal
Tax Return (1040) |
|
State
Tax Return (40) |
|
Approximate
family expenses per month by category |
|
Approximate
family income (by source if possible-copies of recent pay stubs will help) |
|
General
description of assets (what you own) |
|
General
description of liabilities (what you owe) |
|
Description
of insurance policies (health, life, casualty, disability, long-term care) |
|
Personal
family profile and information (dates of birth, social security numbers,
etc.) |
|
Detailed
information will be needed eventually on assets/liabilities generally
described above (when
purchased, original costs, how owned, etc.) |
|
Employee
benefits latest summary and descriptions. |
|
Wills
or testamentary instructions. |
