The following documents should be on your list:

• Birth and Marriage Certificates
• Naturalization, Green Card, Proof of Citizenship, etc.
• Social Security Cards
• Vaccination, Medical and Dental Records
• Insurance Policies
• Academic Records and Diplomas
• Employment Records
• Proof of Residency (utility bill, statement, etc.)
• Living Will and Testament

Specifically, you will need to ask about the following issues:

• Visas and permits (especially the requirements for work visa and spouse permit)
• Vaccines for family members (this item should be on the top of your list if you move to one of the countries in Africa)
• Restrictions as well as various taxes on shipped household items (shipping charges for overseas move are substantial)
• Shipping and taxes if you decide to move your car abroad
• Vaccines and quarantines for pets
• Various types of insurance
• Tax Implications

Security of our clients’ information is our top priority. Our secure Client Portal provides clients with 24/7 document access. We use 128-bit SSL encryption and password protection to keep your files safe and compliant with federal and state privacy laws.

We provide 24/7 Document Access. Our clients have round-the-clock access to their financial documents through a secure online Client Portal.

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