financial disclosures divorce

All the 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 member, our software will simplify and organize these documents for you.

Summary of Mandatory Documents
  • Last 2 years of filed tax returns
  • Last 2 months of employment paystubs
  • Business owner? Profit and Loss Report for the previous 2 years and Year-to-date
  • Most recent checking and/or 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 and/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 Info
  • Health Insurance premium
  • Property taxes and homeowners insurance (cost per month)
  • Estimated expenses
  • Fair market value (approx.) of property
  • Childcare cost

If you don’t have all this information when you complete your forms and/or intake, don’t worry. You can easily edit them later and/or send them to your account coordinator to be included later. We know this is a lot – but it’s the hardest part of the forms/intake process. So 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 advisor.

Schedule your free 15-minute intro callCLICK HERE