List of full names and dates of birth for you, spouse, and children

Names and dates of birth for any persons to be beneficiaries

Identification of any special needs for any beneficiary

Identification of any person for whom you provide financial support

Most recently filed state and federal tax return

List of current assets, values, and titling

Motor vehicle titles

Real Estate Deeds and Timeshares

Bank Account Statements

Retirement accounts or statements of 401K, IRA, Roth, SEP, etc. and Beneficiary Designations

Insurance Policies and Beneficiary Designations

Marriage License

Any divorce decree and Property Settlement Agreement

Burial or cremation arrangements

Business documents showing ownership interest

Receivables or debts owed to you

Assets co-owned with other parties

Existing wills and trusts