Necessary Divorce Documents—The Short List

Some of these may not be applicable, and often are not depending on the specifics of your case. Many of these are also applicable to any custody matter whether ever married or not. Perusing this list will give you a good feel for the things that can rightfully impact the outcome of your domestic case. Better safe than sorry! (Make sure to run through this list with your attorney to determine whether these are needed in your case.) So here they are, in no particular order.

Business income tax returns for past three to five years (federal, state, and local)

Individual income tax returns for the past three to five years (federal, state, and local)

8.05 Financial Declaration

Proof of spouse’s current income (last pay stub- several would be even better)

Proof of your current income (last pay stub- several would be even better)

Bank statements

Loan Documents

Stock portfolios

Benefits statements

Health insurance policies

Real property appraisals

Prenuptial agreement

List of personal property and approximate value, including home furnishings, jewelry, artwork, computers, home office equipment, clothing and furs, etc.

List of property owned by each spouse prior to marriage and value

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

Advance Health Care Directives

Personal property appraisals

Automobile insurance policies

Homeowner’s insurance policies

Life insurance policies

Employment contracts

Completed financial statements

Monthly budget worksheets

Other bills (e.g., school tuition, unreimbursed medical bills, music lessons for children, etc.)

Utility bills

Credit card statements (3 year minimum)

Property tax statements

Mortgages and property tax statements

Stock options

Trusts and declarations

Retirement account statements

Pension statements

Certificates of deposit and account numbers

Separation agreement(s)

Although this is not an exhaustive list, it illustrates the complexity of attempting to sever marital bonds and approximate a baseline for distributing marital assets. Every case has unique nuances, but starting here will give you and your attorney the ability to ensure you are not taken to the cleaner, so to speak. If you need assistance in formulating a pre-divorce plan, I have 16 years of experience and the tools to ensure you are treated fairly every step of the way.

Matthew Poole is a Jackson, Mississippi domestic lawyer who specializes in child custody and divorce, including modifications. He is a two-time recipient of the National Family Lawyer Top 10 Award and is an N.B.I. Certified Domestic Relations Instructor. He lives in Northeast Jackson with his 9 year old son, Lucas.

Tags: , , , ,