Tutorial

Pertinent documents include but are not limited to:
Birth certificates
Business documents including sole proprietorship, partnership, LLC or corporation
Divorce papers
Living wills
Marriage certificates
Military record
Passports
Property deeds
Power of attorney
Power of attorney (health care)
Trust documents
Vehicle titles and registrations

Insurance policies include but are not limited to:
Annuity
Disability
Endowment
Health/Medical
Life insurance - individual
Life insurance - group
Long term care
Mortgage
Pet
Property/Casualty

Financial information includes but is not limited to:
Checking accounts
Certificate of deposits
Credit card accounts
Credit union accounts
Equity Compensation (stock options)
Investment accounts
Money markets
Mortgages/Leases
Mutual fund accounts
Retirement Plans (IRAs, 401Ks)
Savings accounts