My question is about income documentation for the cash out refi's that I will encounter, because I sure as heck won't do all this only to arrive there and discover that I was dreaming. 

If they provided all the financials, documents and reports you are requesting you can move pretty quick and get it done as long as the money will be ready.

I like using the MLS better than Redfin personally in my market so I can see more agent's notes and comments, have access to showing info, get more in-depth info on properties than what Redfin shows, see upcoming listings before they're listed, set more granular search parameters, pull comps/create CMA's more easily and accurately, view info on past listings, see archived photos, access documents, schedule showings, etc. 

Have you tried asking the executor of the will or the attorney that drafted the documentl?  I

Does anyone know what other documents I should have to minimize my risks as a private lender?  

Thanks Jon, that's what I thought.I'm in a non-real estate partnership out of state (CA) and it's involved.I'm silent, passive partner, still one day in CA triggers more.I would assume I would still file with a loss to have the loss carry forward documented.

The fact that he apparently wasn't going to rent one to her and her boyfriend, neither of whom could document their income, was a big red flag.

In addition to the boiler plate rules, I have a specific set of rules for each property based on it's quirks/features.2) Since I have PDF copy of everything, I also email a link to a dropbox file with all the documents to that property & their lease for their reference (rental agreement, house rules, utility info, appliance info, etc).

Your HA contact or the Owner should be able to help with your questions as well... http://portal.hud.gov/hudportal/documents/huddoc?

Documents you will sign after the Approval Letter is issued will include an Arms Length Affidavit which will state, among other things, that there are no undisclosed agreements and usually specifically that the owner will Not be allowed to remain in the house and/or rent it from you.