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.