01 • Foundation Documents
Prenups, estate plans, your marriage license, life insurance.
Divorce raises a hundred financial questions, often before you’ve made a single decision.
Our Divorce Financial Checklist outlines exactly what to collect and why each piece matters. Work through it one section at a time, check off the items you have, and take note of the items you still need.
- Created by practicing New York Collaborative Divorce Attorneys.
- Two pages. Print it or fill it out on screen.
- Free to download and start using right away.
The sooner you understand the full financial picture of your marriage, the better prepared you’ll be for everything that follows.
What’s Inside
Four short sections take you from a place of “Where do I start?” to a clear picture of your financial situation.
02 • Assets and Ownership Records
Bank accounts, real estate, vehicles, retirement, business interests. What you own and how it’s held.
03 • Debts & Financial Obligations
Credit cards, loans, and liabilities, including the ones that catch people off guard.
04 • Income & Tax Documentation
Returns, W-2s, 1099s, pay stubs. The full picture of money coming in.
Why This Checklist Exists
Most people facing a divorce aren’t financial experts, and they shouldn’t have to be.
If the money side of your marriage always felt like someone else’s department, or if you simply want to organize your financial documents, this checklist is a great place to start. This is information about your own life, and you have every right to understand it.