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 information@bbkwealth.com
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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