Property Tax bills for any real estate

Deeds for any real estate

Promissory Notes & Deeds of Trust (payable to you)

Recent investment account statements

Recent bank statements for savings accounts and CDs

Retirement account statements

Annuity statements

Life insurance information

Information about any businesses, corporations, partnerships, LLCs, etc.

Information about your family.  Be sure to let me know if you have any disabled or estranged children

Your questions and concerns (feel free to make a list)