Personal Documentation Real Estate and Personal Property Financial/Business
  • Birth Certificate
  • Marriage Certificate
  • Copy of will
  • Copy of passport
  • Copy of College Diploma
  • Copy of Professional License
  • Copy of Seperation/Divorce Papers
  • Copy of Social Security Card
  • Copy of Health Information
  • Military Records
  • Life Insurance policies
  • Disability Insurance policies


 
  • Deeds, Titles, Insurance for Home
  • Deeds, Titles, Insurance for other properties
  • Deeds, Titles, Insurance for automobile(s)
  • Copy of receipts for big ticket items
  • Copy of receipts for home improvement projects
  • Pictures of coins, jewerly, other valuable items





 
  • U.S. Savings Bonds
  • 401k or similar information
  • Credit Union/Bank account information and/or statements
  • Original stock certificates (if not held in street name, which is recommended form of ownership)
  • Original prospectuses and sales materials for any limited partnerships
  • Bonds and Treasury securities (if not held in street name)
  • Copy of employment contract







 

NOTE: ALL FILES ARE PROTECTED BY AES 256 BIT ENCRYPTION

Federal Information Processing Standards - The Advanced Encryption Standard (AES) specifies a FIPS-approved cryptographic algorithm that can be used to protect electronic data. The AES algorithm is a symmetric block cipher that can encrypt (encipher) and decrypt (decipher) information.