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.