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Ways to be a Super Sleuther





Ways to Be a Super Sleuther

By Carol Ann Wilson


  • Make copies of all financial statements.
  • Obtain copies of tax returns.
  • Make duplicate copies of any computer files that relate to ownership and financial matters.
  • Obtain copies of current insurance policies.
  • Obtain copies of any wills and trusts.
  • Make an inventory of contents in safety deposit boxes. Take someone with you to witness. Take photos.
  • Contact the county assessor to get a copy of any deeds and titles for real estate owned.
  • If you own a small business, get copies of financial journals, ledgers, payroll, sales tax returns, and expense account disbursements.
  • Obtain copies of any appraisals for artwork, antiques, jewelry, and other collectibles.
  • Videotape your entire house, including contents of closets.
  • Obtain information on pensions for both you and your spouse.
  • Obtain copies of at least three of your spouse's recent pay stubs.
  • Obtain a current report of earnings from your local Social Security office for both of you.




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