Information is power
When you have comprehensive, accurate information, your attorney can represent you more effectively, and you will be able to shape your own financial life more quickly. Try to assemble this information as early in the process as possible:
Bank accounts (name of banking institution, type of account, and account numbers)
Financial statements
Tax returns for at least the prior three years
Investment / brokerage accounts and mutual funds
Retirement (IRA, 401(k), etc.) and pension plans (both yours and your former spouse’s)
Social Security benefits statements
Employee (or self-employment) benefits coverage (health, dental, short-term disability and long-term disability for you and your former spouse)
Military benefits
Credit card statements
Mortgage statements (including first and second mortgages and home equity credit)
Car, boat and other loans
Loans you or your spouse may have guaranteed
Pending loan applications
Lease agreements
Purchase and sale agreements
Employment agreements
Partnership agreements
Estate planning documents [Will, Living will, Powers of attorney, Trust documents (for
trusts established by you or your spouse, and for trusts of which you are a beneficiary), Durable medical powers of attorney]
Insurance coverage [Life insurance, Homeowner’s insurance, Umbrella liability, Car insurance, Long-term care insurance]
Comentários