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Please upload your documents using our secure server.  Send only those documents that apply to your situation.

  • Two years most recent tax returns 
  • Pension statements with payout options 
  • Most recent account statements, not internet balances (if you pay it, own it, invest in it)
  • All retirement account statements 
  • Loan documents showing term, interest rate, payment, total amount borrowed   Credit card statements 
  • Cryptocurrencies and the statements that hold them (Gemini, Coinbase, Kraken, etc.) 
  • Insurance policies declarations page (s) – these pages show the premium, amount of  coverage, dates of policy – please send for any policy purchased personally (health, life,  disability, auto, homeowners) 
  • Stock Option/Grant statements showing grants and dates/exercise price/vesting schedule  Deferred compensation (401k, 403b, 457, 409a plans) 
  • Social Security statements (you can get them online at 
  • Employee Benefit booklet or summary description (if available on .pdf, please send it this  way)  
  • Copy of any prior divorce property settlement agreement 
  • Prenup 
  • Current income for one (1) month (and paystub showing deductions)  
  • Real estate owned: location, date purchased, cost, current market value, and use of  property (investment, primary home, etc.) 
  • Known or probable inheritances  
  • Rental income 
  • Promised charitable gifts 
  • Businesses – form, business tax returns, value of business, ownership

Please click the button below to securely upload your documents.