Info and Documents You Need for Financial Disclosures in California

Most of our clients are surprised to hear that even when they've reached a full agreement on all divorce-related issues, financial disclosures are still required for the petitioner (and in some counties, the respondent, too).

Below is a list of the documents needed to complete your mandatory financial disclosures (Step 2). As a Hello Divorce client, our software will simplify and organize these documents for you.

Watch: Do You Really Have to Share Financial Disclosures With Your Ex in California Divorce?


Summary of documents you'll need to file financial disclosures

  • Last two years of filed tax returns
  • Last two months of employment pay stubs
  • Business owner? Profit and loss report for the previous two years and year-to-date
  • Most recent checking and credit union account(s) statement(s)
  • Most recent savings account(s) statement(s)
  • Most recent brokerage account(s) statements(s)
  • Most recent mortgage statement(s)
  • Most recent car loan(s) statement(s)
  • Most recent retirement statement(s) (e.g., 401k or IRA, Pension)
  • Most recent statement(s) restricted stock units, stocks, and/or any deferred employee compensation
  • Most recent profit-sharing or annuity statement(s)
  • Most recent bonds or mutual funds statement(s)
  • Most recent credit card account(s) statement(s)
  • Declaration page for life insurance
  • Most recent financial statement for any other debt/asset


Other information

  • Health Insurance premium
  • Property taxes and homeowners insurance (cost per month)
  • Estimated expenses
  • Fair market value (approximate) of property
  • Childcare cost

If you don't have all this information when you complete your forms, don't worry. You can easily edit them later and send them to your account coordinator to be included later. We know this is a lot, but it's the hardest part of the financial disclosures process. Once this is behind you, you'll be that much closer to completing the process.

Need more help? Schedule an hour with a certified divorce financial analyst.
Watch: Everything You Need to Know About Divorce Financial Disclosures


Founder, CEO & Certified Family Law Specialist
Mediation, Divorce Strategy, Divorce Insights, Legal Insights
After over a decade of experience as a Certified Family Law Specialist, Mediator and law firm owner, Erin was fed up with the inefficient and adversarial “divorce corp” industry and set out to transform how consumers navigate divorce - starting with the legal process. By automating the court bureaucracy and integrating expert support along the way, Hello Divorce levels the playing field between spouses so that they can sort things out fairly and avoid missteps. Her access to justice work has been recognized by the legal industry and beyond, with awards and recognition from the likes of Women Founders Network, TechCrunch, Vice, Forbes, American Bar Association and the Pro Bono Leadership award from Congresswoman Barbara Lee. Erin lives in California with her husband and two children, and is famously terrible at board games.