{"id":353921,"date":"2023-09-08T14:49:23","date_gmt":"2023-09-08T19:49:23","guid":{"rendered":"https:\/\/content.findlaw-admin.com\/ability-law\/socialsecurity\/retirement-planning\/documents-to-show-your-attorney-when-planning-to-retire.html"},"modified":"2023-09-08T14:49:23","modified_gmt":"2023-09-08T19:49:23","slug":"documents-to-show-your-attorney-when-planning-to-retire","status":"publish","type":"page","link":"https:\/\/www.findlaw.com\/socialsecurity\/retirement-planning\/documents-to-show-your-attorney-when-planning-to-retire.html","title":{"rendered":"Retirement Documents To Show Your Attorney"},"content":{"rendered":"\n
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Retirement Documents To Show Your Attorney<\/h1>\n\n
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\n By Jennifer Steinberg, Esq.<\/a> | Legally reviewed by Jennifer Steinberg, Esq.<\/a>\n | Last updated\n
\n \n <\/i>\n Legally Reviewed\n <\/summary>\n\n
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This article has been written and reviewed for legal accuracy, clarity, and style by FindLaw\u2019s team of legal writers and attorneys<\/a> and in accordance with our editorial standards<\/a>.<\/em><\/p>\n\n <\/div>\n <\/details>\n\n

\n \n <\/i>\n Fact-Checked\n <\/summary>\n\n
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The last updated date refers to the last time this article was reviewed by FindLaw or one of our contributing authors<\/a>. We make every effort to keep our articles updated. For information regarding a specific legal issue affecting you, please contact an attorney in your area<\/a>.<\/em><\/p>\n\n <\/div>\n <\/details>\n<\/section>\n\n\n

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To get accurate legal advice for retirement, you’ll need various financial records. They often include retirement account statements, tax returns, and estate planning documents. You may also need things like medical records and real estate documents, depending on your needs.<\/p>\n\n <\/div>\n\n\n\n

Planning for your retirement can help you and your family live comfortably after you stop working. But retirement planning can be overwhelming. It’s common to delay the process \u2014 or not do it at all.<\/p>\n

Working with an attorney can make the retirement planning process easier. Your attorney will want to understand your complete financial picture to develop a practical retirement plan. They may ask you to gather specific documents to share at your first meeting.\u00a0<\/p>\n

This article discusses documents your attorney may ask for during retirement planning. If you still need a lawyer who can help you with issues like Social Security benefits, use FindLaw’s directory<\/a> to contact an attorney near you.\u00a0<\/p>\n

Working With a Retirement Attorney<\/h2>\n

Your attorney needs a full picture of your financial situation. This will involve the discussion of property, taxes, and investments.<\/p>\n

After your meeting, your attorney may request more information. Consider completing a\u00a0retirement planning questionnaire<\/a>. You may also wish to review FindLaw’s\u00a0Retirement Planning Tips<\/a>.<\/p>\n

Tax Documents and Account Statements<\/h2>\n

Your attorney will review your tax documents and financial statements. This will help them determine if your net worth is on course to meet your current needs and long-term financial priorities. You may be off track and not have enough money in your accounts. If so, you can plan to pay your debts, increase your savings, and invest in a manner that prioritizes your retirement goals.<\/p>\n

Your attorney may request the following documents:<\/p>\n