1700 South El Camino Real, Suite 504, San Mateo, CA 94402
1. Expense sheet (Click here for example)
2. Complete list of assets and liabilities
3. Employee benefits manual(s) or statement
4. Savings and/or checking account statements
5. Investment account statements
6. Copy of last year's tax return
7. Paycheck stubs for last month
8. Personal retirement account statements and information ( IRA's, 401(k)'s, Pensions, etc.)
9. Social Security statement(s)
10. Insurance policies/statements (Life, Disability, Long Term Care, Homeowners, Personal Liability, Auto)
11. Copy of will, estate plans and/or trusts
12. List of any expected cash windfalls (Inheritance, gifts, royalties, bonuses, etc.)