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Recommended for your household
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Legal
Will
Revocable trust
Trust amendment / restatement
Financial power of attorney
Healthcare directive / medical POA
Guardianship nomination
Deed
Beneficiary designations
Operating / partnership agreement
Buy-sell agreement
Insurance
Life insurance policy
Disability policy
Long-term care policy
Homeowner policy
Umbrella policy
Business / key-person policy
Financial
Brokerage statement
Retirement account statement
Bank statement
Mortgage statement
Stock compensation docs
Tax
Form 1040 package
Schedule D / 8949
K-1
Form 709 (gift tax)
Form 706 (estate tax)
Business returns
Informational only — not legal, tax, or financial advice.