Checklist of Important Legal Documents and Financial Statements

Form Template

Please review the list of important documents listed in the Checklist of Important Legal Documents and Financial Statements mobile app and check whether you have the document, whether you need to obtain the document or whether the document does not apply to your household.

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Next, collect the documents you have and obtain the ones you still need. The app covers: Tax Statements, Financial Accounts, Sources of Income and Assets, Financial Obligations, Medical, and Military Documents. Because these documents contain such important and personal information, we strongly recommend that you keep all original documents, photographs and computer backup disks in an off-site safety deposit box. And be sure to keep the key to your safety deposit box in a safe place too! GoCanvas gives you the ability to print the submission, view it online or download it as a PDF.

Features
  • Submission Editing
  • Reference Data
  • Dispatch
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Platforms
  • iPhone
  • iPad
  • Android
  • Windows
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Integrations
  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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*The Capterra SoftwareAdvice ​and GetApp logos are a service mark of Gartner, Inc. and/or its affiliates and is used herein with permission.*

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