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
- 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.