Financial Documents to Bring When Meeting with Your Divorce Attorney
When you are getting divorced, both you and your spouse must disclose your complete financial information. This information includes your income, expenses, liabilities, assets, business interests and other important financial information.
Your divorce attorney will be able to help you understand your current financial situation and what you might be able to expect moving forward.
In order to make your meeting with your attorney as efficient and effective as possible, be sure to bring the following financial documents with you:
- Any marital agreements you have in place, for example, a prenuptial or post nuptial agreement
- Your most recent tax returns – 2 to 3 years
- Year-end pay stubs for the past 2 to 3 years
- Brokerage account statements
- Bank statements
- Pension or annuity statements
- Loan documents, for example, the mortgage you have on your home
- Credit card statements
- Stock option and deferred compensation documents
- Life insurance policy forms
- Real estate ownership documents
- Documents concerning your interest in a business, whether it is your own or one that you share with your spouse
- Estate planning documents, such as your will or trust
- Any other financial documents or paperwork concerning income you have or debt that you owe
Write down all of the questions you want to ask your attorney
Often, the time you have with your legal team is limited, and hourly legal fees can add up. Be sure to prepare all of the questions you have in advance. By also gathering the pertinent information above ahead of your first meeting, you will use your attorney’s time wisely and reduce your overall legal fees.
Contact us for assistance
Marissa Major and Hillary Warren of Warren Major LLC are Marin County family law attorneys, specializing in divorce, child custody and support, marital contracts and other family law issues. If you are looking for honest, expert legal advice, please contact our office for a consultation
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