Documents to Start The Divorce Process
If you are choosing Divorce Mediation as a way to save time and money, you may want to start gathering these documents so you can be ready to start the process:
❏ Federal and State Tax Returns
❏ Pay Stubs
❏ W-2s and/or 1099s
❏ Partnerships & Other Business Interests Valuation. Copies of corporate tax returns for the previous three years if one or both spouses have a business.
❏ Real Estate Property Valuation
❏ Vehicles, Boats, Trailers Valuation
❏ Savings, Checking, Money Market and CD Accounts including balances
❏ Non-Retirement Investments such as Stocks, Bonds, Secured Notes, Mutual Funds
❏ Current balance statements for all children’s accounts such as CD’s, 529 plans or other custodial college savings plans.
❏ Make, model and year of all vehicles owned
❏ Executive Compensation – Stock Options, Retirement Accounts and Pensions
❏ Annuities, IRAs, Deferred Compensation
❏ Life Insurance (Whole Life Policies)
❏ Personal Property–approximate value of the contents of all homes owned, all jewelry, art, antiques and other collectibles of significant value.
❏ Accounts Receivable & Unsecured Notes
❏ Current balance statement for all student loans.
❏ Mortgage balances
❏ Credit Cards and Revolving Credit
❏ Other Loans and Debts
❏ Copy of marriage certificate
❏ Copies of any trust documents
❏ Copies of any pre or post-nuptial agreements.
❏ Copies of any wills executed during the marriage.