1st Step in Divorce - Equitable Divorce Solutions

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1st Step in Divorce

List of Information and Documents Needed for Divorce

The personal and financial data you provide is used in all stages of analysis and negotiation. The information is used to determine the fair and equitable division of assets, as well as the terms and conditions for alimony and child support.

Personal Data:

Full name of both parties
Full address and all phone numbers for both parties
Birth date for each spouse
Social security number for each spouse
Date and place of marriage
Copies of any prenuptial agreement
Information regarding all affected children (complete names, dates of birth, Social Security numbers, and addresses)

Name and address of schools for all affected children
Previous marriage history for either spouse, if applicable, including a certified copy of the divorce decree
Information regarding any previous legal proceedings involving either party or their children
Information about any previous separations, reconciliations, or marriage counseling.

Financial Data:

Bank statements
Investment and/or brokerage account statements
Three years of personal tax returns and all associated schedules (regardless of filing status)
Three years of business tax returns, if applicable
Estimated tax payments, if applicable
Real estate and personal property tax information
Employment records including all income and benefits data (salary, bonuses, commissions, stock options, incentive compensation, deferred compensation)
Self-employment data, if applicable (business records, partnership agreements, K1 statements)
Retirement plan statements

Pension plan, profit sharing documents and statements
Real estate deeds and mortgage information
Will, estate and other trust documents
Insurance policies (life, disability, health, property, auto, and umbrella)
Personal credit report for both parties
Current credit and loan applications
Credit card statements
List of personal property (e.g. real estate, vehicles, boats, household furniture, art, antiques, family heirlooms, inventory of safe deposit boxes, jewelry)
List of expenses (household, personal, child, transportation, health and medical)

Download the Personal Data and Financial Data Checklist

“Realizing a successful divorce involves being educated about your options and realistic about your expectations.”

Avoid Critical Financial Mistakes

Focus on the future… not the past.

Download The Most Costly Financial Mistakes to Avoid During Divorce