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Land, property and the home Family home Gather: Folio or title documents, mortgage statement, recent valuation Farmland and out-farms Gather: Folios, maps, leases and conacre arrangements, recent agricultural valuation Investment or rental property Gather: Title, mortgage statements, tenancy agreements, RTB registrations Property outside Ireland Gather: Title or escritura, local mortgage statements, purchase records Sites and development land Gather: Folios, any planning permissions or applications
Farm and business assets Livestock Gather: Herd register, recent mart or valuer figures Machinery and equipment Gather: Asset list from farm accounts, finance agreements Payment entitlements and schemes Gather: Most recent scheme statements, entitlement statements Shares in private companies Gather: Share certificates, last three years of accounts, management accounts Partnership interests Gather: Partnership agreement, capital account statements Co-op shares Gather: Co-op share statements Sole trade or professional practice Gather: Last three years of accounts, tax returns
Financial assets Bank and credit union accounts Gather: Twelve months of statements for every account, sole and joint Quoted shares and funds Gather: Broker or platform statements State savings, prize bonds, deposits Gather: Certificates and statements Digital assets Gather: Exchange or wallet statements Money owed to you Gather: Loan agreements or a written summary of who owes what
Pensions and policies Occupational pension schemes Gather: Current trustee benefit statement for each scheme PRSAs, personal pensions, bonds Gather: Current value statements Self-administered scheme Gather: Scheme accounts, property valuations, borrowing details Life assurance policies Gather: Policy schedules, surrender values where applicable
Income Employment income Gather: Recent payslips, employment detail summary Self-employed or farm income Gather: Last three years of accounts and tax returns Rental income Gather: Tenancy agreements, accounts Social welfare payments Gather: Statement of payments Dividends and distributions Gather: Vouchers, company records
Debts and outgoings Mortgages and secured loans Gather: Current statements for each facility Personal, farm and business loans Gather: Facility letters, current balances Credit cards and overdrafts Gather: Recent statements Tax liabilities Gather: Statements from your accountant or the collector general Monthly outgoings Gather: A schedule of ordinary weekly or monthly spending
Trusts, inheritances and other interests Interests under any trust Gather: Trust deed if available, history of any distributions Interest in an unadministered estate Gather: Details of the estate and expected share Expected inheritance of significance Gather: A note of the circumstances, to discuss with your solicitor This checklist is a preparation aid, not legal advice, and it is not a substitute for the sworn Affidavit of Means prepared with your solicitor. Nothing you tick here is saved or transmitted; the page resets when closed.