Document Collection
Be sure to make copies of actual statements for your attorney and divorce financial planner. Simply providing balance information is not enough.
- Income Tax Returns-past 3-5 years
- Payroll Check Stubs
- Bank Statements
- Investment Statements
- Individual Retirement Plan Statements
- Employee Sponsored Retirement Plan Statements-Pension or 401(k), etc.
- Stock Option Statement and Deferred Compensation Documents
- Credit Card Statements
- Partnership/Corporate/Trust Tax Returns- past 3-5 years, along with annual profit & loss statement and balance sheet
- Mortgage Statements- along with current market value appraisal
- Loan Statements- Auto, Boat, Personal, Education, Bank
- Wills and Trust Documents
- Insurance Policies-Life, Health, Home, Auto
- Income and Expenses
Printable version of this checklist to bring to your initial meeting.