There are financial preparations anyone facing divorce should begin - especially if the other spouse has managed most of the money and finances. Below is a checklist of items generally needed by a divorce attorney to get started. Note that this is a basic list. The more assets or liabilities you have, the more that is needed.
- Federal and State Income Tax Returns
- Proof income: W-2’s, 1099’s, and pay stubs (year-end and current)
- Social Security Statements (you can order online at: https://www.ssa.gov/myaccount/)
- Bank and Credit Card Statements
- Pension/401(k)/Investment Account Statements
- Stock certificates and info on options, bonds, mutual funds, annuities or any other financial asset
- Real estate documents including, recent mortgage/home equity line statements, deeds, lien information, closing statements, appraisals or market studies,
- Car, boat, motorcycle titles and any loan information,
- Life insurance policies,
- Information on any other debt or asset held by either party even if you think it is not marital property or only in the name of the other party,
- If one spouse may seek alimony (maintenance) then a copy of resumes for both parties or an education and job history for both.
How far back do you go? That depends on the circumstances. Current and most recent information is always needed. Past information for 2-3 years is generally requested in contested cases. Whenever possible, you should get specific information on assets and debt balances close to the date of marriage; information on large gifts or inheritances; information on contributions to or from non-marital assets; and finally information on balances around the date of any separation.
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The contents of this website are for advertisement and general information purposes only. You should not act on any of this information until you have consulted with an attorney. Every case is different and so is the advice given.