Financial Documents You Should Begin Gathering for Your Attorney

Financial Documents You Should Begin Gathering for Your Attorney

If you are getting a divorce, you already know that this is an emotionally overwhelming process. However, it is also quite complex and involves a lot of paperwork. Once you make the decision to move forward with this process, it would be wise to begin gathering pertinent financial documents to help speed up the process. Having most or all of the necessary documents for your attorney will also help you cut back on costs.

Which Documents Do I Need?

For many, this is a first-time experience, which means you might not know which documents to collect. No two divorces are identical, so there might be some variation in the types of documents you need to obtain. There might be some additional documents your attorney requires, but as long as you are able to gather the majority of what is needed, this will already be a huge step in the right direction.

Here are some of the financial documents you will need:

  • Your tax returns for the past 3-5 years, including local, federal, and state
  • If you own a business, you will need its income tax returns for the past 3-5 years as well
  • Proof of both yours and your spouse’s income
  • Bank statements
  • Pension statements
  • Stock options
  • Retirement account statements
  • Certificates of deposit
  • Stock portfolios
  • Credit card statements
  • Mortgages
  • Loan documents
  • Property tax statements
  • Personal property appraisals
  • Property you owned prior to the marriage
  • Various insurance policies
  • A list of the contents of any safety deposit boxes
  • Wills or living wills
  • Powers of attorney

This is not a comprehensive list, so if you feel that a particular document is pertinent to your case, include it. It is far better to have more information than you need rather than to not have enough. Make sure none of the properties you own, bank accounts, or credit cards you own are overlooked. The better you complete some of this leg work, the more quickly your case can proceed.

If you have a complex, high-asset case, the documents you need might differ quite a bit from other cases. The same rule of thumb applies though – collect as much financial information as you can. Doing so will also help ensure anything of yours that is personal property does not erroneously end up on the chopping block. The more extensive your financial trail is, the easier it will be to discern what is marital property and what is solely yours.

Contact an Experienced Divorce Attorney Today!

If you are going through a divorce and have concerns about asset and property division, you need to make sure you do what you can to protect your finances by hiring a skilled divorce attorney today. At Law Offices of Jeffrey S. Graff, our divorce attorney has the knowledge and experience to help you safeguard your assets and financial future. You do not have to field your way through this complicated experience on your own. Our team is here to provide the legal counsel and advice you need to begin a new, fresh chapter in your life.

Contact our law office today at (805) 633-4999 to request a confidential consultation with our compassionate divorce attorney to discuss your case!

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