Page 12 - Leap

Financial Accounts
(Check box)
o Checking Account Information o Savings Account Information
o Credit Card Account Information
o Investment Account Statements - Certificates of Deposit, Money Market, Annuities, Mutual Funds, 401(k), 403(b), IRA/Roth IRA, Pension
o Insurance Policies - Car Insurance, Homeowners
or Renters, Life Insurance, Disability, Medical, Dental, Long Term Care
o Loans - Student Loans, Personal Loans, Home Equity Line of Credit
o Real Estate - Mortgage Information, Deed o Vehicles - Loan Information, Title
o Boats - Loan Information, Title
o Tax Returns From Last 3 Years o W2
o 1099 Forms
o Last Will and Testament
o Durable Financial Power of Attorney o Healthcare Proxy/Declaration
o Living Will
o Beneficiary Designations
o Trust Documents
o Trustee
Property
(Check box)
Additional documents:
Taxes (Check box)
Estate Planning
(Check box)