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As we begin the planning process, having your legal documents
available will optimize our time spent together. Please take the time to gather the following items:
Checklist for a Financially Successful Divorce:
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| 1. |
Birth certificates of all family members. |
| 2. |
Your marriage license or certificate. |
| 3. |
Divorce decrees, or death certificates, from any previous spouse. |
| 4. |
Records showing title to family and/or business real estate. |
| 5. |
Real and personal property tax receipts for the last year. |
| 6. |
Income tax returns for the past four years. |
| 7. |
Titles to automobiles, RV, motorcycles, or boats. |
| 8. |
The face value (less loans) on all insurance on your spouse's
life. |
| 9. |
The social security statement you and your spouse receive annually. |
| 10. |
A list of any benefits to which you, your spouse or your children
may be entitled, based upon your spouse's military service, or corporate stock options. |
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| 11. |
The market value on January 1 of this year of all real estate,
stocks, corporate bonds, government bonds, and other property owned with your spouse (or anyone) in any form of
joint ownership. |
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| 12. |
List all family bank accounts, and retirement plans. |
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