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Please upload your documents using our secure server. Send only those documents that apply to your situation.

• Two years most recent tax returns
• Pension statements with payout options
• Most recent account statements, not internet balances (if you pay it, own it, invest in it)
• All retirement account statements
• Loan documents showing term, interest rate, payment, total amount borrowed   Credit card statements
• Cryptocurrencies and the statements that hold them (Gemini, Coinbase, Kraken, etc.)
• Insurance policies declarations page (s) – these pages show the premium, amount of coverage, dates of policy – please send for any policy purchased personally (health, life,  disability, auto, homeowners)
• Stock Option/Grant statements showing grants and dates/exercise price/vesting schedule Deferred compensation (401k, 403b, 457, 409a plans)
• Social Security statements (you can get them online at www.ssa.gov)
• Employee Benefit booklet or summary description (if available on .pdf, please send it this way)
• Copy of any prior divorce property settlement agreement
• Prenup
• Current income for one (1) month (and paystub showing deductions)
• Real estate owned: location, date purchased, cost, current market value, and use of property (investment, primary home, etc.)
• Known or probable inheritances
• Rental income
• Promised charitable gifts
• Businesses – form, business tax returns, value of business, ownership

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