Financial Documents Checklist

Financial transparency is a central component of any divorce matter. Having organized, accessible documentation allows for a clearer understanding of income, assets, and obligations and supports more informed decision-making throughout the process.

This checklist outlines the materials most commonly requested.

---

Income Documentation

• Recent pay stubs

• W-2s and 1099s

• Tax returns (typically the past 2–3 years)

• Documentation of bonuses, commissions, or other compensation

---

Bank and Cash Accounts

• Checking account statements

• Savings and money market accounts

---

Investments and Retirement Accounts

• 401(k), IRA, and pension statements

• Brokerage accounts

• Stock or equity compensation documentation

---

Real Estate

• Mortgage statements

• Property tax records

• Any available appraisals

---

Debts and Liabilities

• Credit card statements

• Personal or student loans

• Lines of credit

---

Monthly Expenses

• Utilities

• Insurance premiums

• Child-related expenses

• Recurring household costs

---

Business Interests (if applicable)

• Business tax returns

• Profit and loss statements

• Ownership documents

---

Final Thoughts

Not every case requires every document listed above, and additional information may be needed depending on the circumstances. Organized financial information, however, consistently leads to a more efficient and focused process.

---

Discuss Your Situation with Our Team

Every divorce involves unique considerations. If you are considering

divorce or have questions about what to expect, we are here

to help you understand your options and take the next step.

Schedule a Consultation