Don't Leave Home Without These Documents
Essential financial documents to gather before your divorce
When going through a divorce, having the right financial documents is critical. These documents will help your attorney and financial advisor understand your complete financial picture and ensure you receive a fair settlement. Start gathering these documents as soon as possible.
Income Documents
- ✓Last 3 years of federal and state tax returns (personal and business)
- ✓Last 6 months of pay stubs for both spouses
- ✓W-2s and 1099s for the last 3 years
- ✓Social Security statements
- ✓Documentation of any other income sources (rental income, investments, etc.)
Bank and Investment Accounts
- ✓Last 12 months of bank statements for all accounts
- ✓Last 12 months of brokerage account statements
- ✓Retirement account statements (401k, IRA, pension)
- ✓Stock option and restricted stock unit documentation
- ✓Savings bond documentation
Real Estate and Property
- ✓Mortgage statements for all properties
- ✓Property tax statements
- ✓Homeowner's insurance policies
- ✓Recent appraisals or assessments
- ✓Deeds and titles for all real property
Debt Documents
- ✓Last 12 months of credit card statements for all accounts
- ✓Car loan statements
- ✓Student loan statements
- ✓Personal loan documentation
- ✓Any other debt documentation
Business Documents (if applicable)
- ✓Business tax returns for the last 3 years
- ✓Business financial statements (profit & loss, balance sheet)
- ✓Business ownership documents (articles of incorporation, partnership agreements)
- ✓Business valuation reports
- ✓Buy-sell agreements
Insurance Documents
- ✓Life insurance policies and statements
- ✓Health insurance policies
- ✓Disability insurance policies
- ✓Long-term care insurance policies
- ✓Auto insurance policies
Need help organizing your financial documents? Contact Divorce Dollars for a free consultation.
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