Data Gathering Checklist

Current Clients – have an online login to these accounts?  Want to skip the paperwork? Or a secure place to store these documents?  Ask your advisor about BBK’s technology suite!

…AND this checklist is now interactive.  Request it directly to your inbox by emailing [email protected] 

REAL ASSETS

Real Estate Addresses

Collectible Assets

LIABILITIES

Mortgages

Auto Loans

Student Loans

Credit Cards

Private Loans

EMPLOYEE BENEFITS

Benefit Handbook

Summary Plan Documents

INSURANCE

Life, Disability, Umbrella

Health

Long Term Care

Homeowner’s & Auto

INVESTMENTS

Banks Accounts

Brokerage Statements (including UGMA, UTMA, Qualified accounts and trust accounts)

Annuities

Pensions

Educational Accounts (ESAs & 529s)

Health Savings Accounts 

INCOME & EXPENSES

Paystubs

Social Security Statements

TAX RETURN – PAST 2 YEARS

Annual Living Expenses (Download Worksheet)

LEGACY DOCUMENTS

Wills

Trusts

Advanced Directives

Power of Attorney

Beneficiary Designations

What else?

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