Documents You May Need to Have Ready
____ Individual and business income tax returns for the past three to five years (federal, state, and local)
____ Proof of your current income
____ Proof of your spouse’s current income
____ Prenuptial agreement (if any)
____ Postmarital or partition agreement (if any)
____ Separation agreement (if any)
____ Bank statements
____ Certificates of deposit
____ Pension statements
____ Retirement account statements
____ Trusts
____ Stock portfolios
____ Stock options
____ Mortgages
____ Property tax statements
____ Credit card statements
____ Loan documents
____ Utility bills
____ Other bills (e.g. school tuition, unreimbursed medical bills, music lessons for children, etc.)
____ Monthly budget worksheet
____ Completed financial statements
____ Employment contracts
____ Benefits statements
____ Life insurance policies
____ Health insurance policies
____ Homeowner’s insurance policies
____ Automobile insurance policies
____ Personal property appraisals
____ Real property appraisals
____ List of personal property (including home furnishings, jewelry, artwork, computers, home office equipment, clothing and furs, etc.)
____ List of property owned by each spouse prior to marriage
____ List of property acquired by each spouse individually by gift or inheritance during the marriage
____ List of contents of safety deposit boxes
____ Wills
____ Living wills
____ Powers of attorney
____ Durable powers of attorney and
____ Advance health care directives
Mary Sanger is a trained mediator in divorce and family mediation.