Pay stubs
Retirement or employment pension plan statements, (IRAs, Roth IRAs, 401(k)s and 402(b)s)
Tax returns including W-2, K-1, and all schedules
Bank statements for all accounts
Investment statements
Real property valuation
List of Vehicles, with VIN’s, valuation (Kelly Blue Book, NADA or other) and associated loan documents
List of jewelry, art, guns, recreation vehicles, and other high value property items, along with appraisals (if available)
Loan and mortgage statements for all real property
Copy of all Personal Guarantees or personal loan documents
Credit card statements for all credit cards, including retail cards
Any other information you may have about assets, debts or property owned prior to the marriage or inherited during marriage
Corporate financial statements and tax returns
List of special expenses for your child(ren)
Health insurance coverage information
Credit report for both parties
It is also a good idea to create or share a monthly budget that considers the likely change in your financial situation from a divorce, separation or modification of custody. We work with our client to develop goals to obtain during the process and for once the process is concluded. If it is safe to discuss your goals with your spouse or co-parent, it can often make the process smoother.
The holidays can be a stressful and chaotic time of year. Gathering this information may seem overwhelming, but we can help. At McGill Law we pride ourselves in giving our clients the guidance, support and attention they need and deserve. If you are contemplating a separation, divorce or custody issue, we would be happy to answer your questions and guide you through the process.