The following documents and other information will help your divorce attorney, mediator or divorce financial analyst advise you regarding your divorce. Getting these documents together early in the divorce process will help you navigate your divorce in the most cost-effective manner.
- Contact information
- Personal information for you and your spouse (names, dates of birth, date of marriage, date of separation, names and ages of children from this marriage and from other relationships)
- Individual income tax returns for past three years (federal and state)
- Business income tax returns for past three years (federal and state)
- Information regarding your current income (W-2 forms, 1099 forms, K-1s, recent pay-stubs)
- Information regarding your spouse’s current income (W-2 forms, 1099 forms, K-1s, recent pay-stubs)
- Prenuptial or post-marital agreements, if any
- List of assets you own, including most recent statements for anything on the list (e.g, bank account statements, brokerage statements, etc)
- List of debts you owe, including most recent statements for anything on the list (e.g, mortgage statements, credit card statements, auto loans, etc)
- Documentation regarding retirement plans for you and your spouse (401(k) statements, pension plan documents, IRA statements, etc.)
- Documentation regarding stock options and restricted stock, including vesting schedules
- Real property valuation documents (appraisal, market analysis, etc)
- List of contents of safe deposit boxes or safes
- List of automobiles you own and valuation information from Kelley Blue Book (www.kbb.com)
- Business financial statements (profit and loss statements, balance sheets) for past three years
- Loan application forms for loans taken out within the past three years
- List of separate assets claimed for each spouse