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Checklist: Documents to Show Your Attorney when Planning to Retire
Also available in PDF | MS Word
In order to ensure the most secure retirement, gather the following documents together and provide copies to your attorney, along with any others he or she specifically requests. By so doing, the two of you can work together as partners to plan your golden years in a manner that protects the immediate and long-term interests of you and your heirs.
| ____ | Individual income tax returns for past three to five years (federal, state, and local) |
| ____ | Business income tax returns for past three to five years (federal, state, and local) |
| ____ | Proof of your current income |
| ____ | Proof or spouse's current income |
| ____ | Prenuptial agreement |
| ____ | Bank statements |
| ____ | Certificates of Deposit |
| ____ | Pension statements |
| ____ | Retirement account statements |
| ____ | Social security estimate of benefits |
| ____ | Trusts |
| ____ | Stock portfolios |
| ____ | Stock options |
| ____ | Mortgages |
| ____ | Property tax statements |
| ____ | Credit card statements |
| ____ | Loan documents |
| ____ | Utility bills |
| ____ | Other bills (e.g., children's college tuition, health and dental insurance premiums, unreimbursed medical bills, etc.) |
| ____ | Monthly budget worksheet |
| ____ | Completed financial statements |
| ____ | Employment contracts |
| ____ | Benefits statements |
| ____ | Life insurance policies |
| ____ | Health insurance policies |
| ____ | Homeowner's insurance policies |
| ____ | Automobile insurance policies |
| ____ | Personal property appraisals |
| ____ | Real property appraisals |
| ____ | List of personal property, including home furnishings, jewelry, artwork, computers, home office equipment, clothing and furs, etc. |
| ____ | List of property owned by each spouse prior to marriage |
| ____ | List of property acquired by each spouse individually by gift or inheritance during the marriage |
| ____ | List of contents of safety deposit boxes |
| ____ | Wills |
| ____ | Living Wills |
| ____ | Powers of Attorney |
| ____ | Durable Powers of Attorney |
| ____ | Advance Health Care Directives |
FAQs
- How does an employee file a claim for benefits?
- When are my pension rights vested?
- What are Employee Retirement Income Security Act (ERISA)'s funding requirements?
- Does the law require employers to provide pensions?
- What is the value of a simplified employee pension plan (SEP) from the employee's perspective?
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