Clients are often confused as to what documents to keep surrounding key areas of their lives.
Records documenting things like tax documents, records of healthcare issues, certain legal documents, documentation surrounding certain assets and liabilities as well as other types of documents should be kept in case they are needed.
In this checklist, we cover a number of documents and types of documents that your clients need to consider keeping in case they are challenged on any number of issues, including:
This is a comprehensive checklist of the types of documents that clients need to consider retaining copies of in case they are needed for a variety of purposes.
Investment advisory services offered through Inspire Advisors, LLC , a Registered Investment Adviser with the SEC.
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