Please Wait...
Colorado Divorce Solutions

We Help You Bridge The Gaps
Colorado Divorce Solutions

The Divorce Help You Are Looking For!
Home | What We Do For You | Services | Seminars | Resources | Products | Pay For Services | Contact
             
 

Financial Records Checklist

 

At some point in their divorce, couples divide the marital estate, which are their assets and liabilities, and memorialize the arrangement in a marital settlement agreement. At a minimum, this agreement divides what the couple own and what they owe, jointly and as individuals, and establishes the terms and conditions of support, life and medial insurance, and the legal and physical custody of their children, visitation and support. To do this, the couple needs the financial records of their marriage. This means all the assets and all the liabilities regardless of whose name is on them.

 

On the asset side, this includes, but is not necessarily limited to: 

  • Income tax returns for at least the last three years (federal, state and local)
  • Proof of both spouses’ income (w-2 and 1099 forms)
  • Statements of any financial accounts, including checking and savings accounts, certificates of deposit, mutual funds and money market accounts
  • All real estate records, including the martial home and unimproved land, (particularly related paperwork such as the deed, the promissory note, mortgage, statement from the lender showing the balance due, any appraisals of property, and the most recent tax bill)
  • Personal property, such as automobiles, furnishings, collections (art, stamp, coin)
  • Stocks, bonds, annuities, retirement plans, particularly pensions and profit sharing plans
  • Accrued vacation time
  • Medical savings accounts
  • Whole life insurance policies
  • Trusts

And on the debt side, this includes, but is necessarily limited to:

  • Records of credit cards
  • Vehicle loans, including the title(s), promissory note if the vehicle is encumbered, payment coupon or invoice from most recent payment
  • Mortgages and home equity loans
  • Promissory notes
  • Student loans
  • Other loans
         
  What is Mediation?
  Mediation Checklist
  Request Information
  Resources
  Products
  Divorce Dictionary
  Financial Checklist
  Colorado Court Forms
  My Blog
  Contact Us
   
   
 

Information Provided by: Divorce & Financial ChecklistInformation Provided by: Divorce & Financial Checklist

 

       

Contact Us

 

Kim Langelaar
Office Phone: (303) 805-7392
Mobile Phone: (303) 522-8748
Kim@ColoradoDivorceSolutions.com

 

Connect With Us

 

  Colorado Divorce Solutions Facebook  Colorado Divorce Solutions Twitter  Colorado Divorce Solutions Google Plus  Colorado Divorce Solutions LinkedIn  Colorado Divorce Solutions Blog

Newsletter Signup 

Back to TopHome|What We Do For You|Services|Seminars|Resources|Products|Pay For Services|Contact | Site Map