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Divorce Checklist

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This itemized list is a good tool for knowing what documents an attorney requires when representing a client in dissolution proceedings:

  • Most recent tax return, along with tax returns for the preceding four years of marriage;
  • Checking and savings account statements for the calendar year, to date;
  • Documentary evidence of the cost of payments for health care insurance;
  • Copies of any life insurance policies;
  • Copies of most recent statements from any pension plans, IRA accounts, Keough plans, 401(k) plans, or other similar accounts to which you have an interest;
  • Copies of any stocks, bonds, or other assets;
  • Copies of deeds to any real estate;
  • Copies of most recent statements for any debts owed, either individually or jointly;
  • Summary of monthly expenditures, including: Housing, utilities, food, clothing, car payments, gasoline, credit cards, insurance payments, loans of any kind, miscellaneous expenses and any other monthly obligations; and
  • Pay stubs for calendar year to date for both you and your spouse. Cooperation with your attorney in providing the above-referenced information is important. Be sure to speak with your attorney to know exactly which documents will be required.
At some point, it is also likely that the attorney representing your spouse will also request this information. Your spouses attorney is legally entitled to receive copies of all the information stated above. If your spouses attorney does request this information, it will be forwarded to him/her.

The information requested is necessary so that a determination can be made on allocation of debts and assets; and the calculation of child support and maintenance, if applicable.

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