What Documents to Bring When Meeting with Your Divorce Attorney
When you are getting divorced, both you and your spouse must disclose your complete financial information. This information includes your income, expenses, liabilities, assets, business interests and other important financial information.
Your divorce attorney will be able to help you understand your current financial situation and what you might be able to expect moving forward.
In order to make your meeting with your attorney as efficient and effective as possible, be sure to bring the following documents with you:
- Any marital agreements you have in place, for example, a prenuptial or post nuptial agreement
- Your most recent tax returns – 2 to 3 years
- Year-end pay stubs for the past 2 to 3 years
- Brokerage account statements
- Pension or annuity statements
- Loan documents, for example, the mortgage you have on your home
- Stock option and deferred compensation documents
- Life insurance policy forms
- Real estate ownership documents
- Documents concerning your interest in a business, whether it is your own or one that you share with your spouse
- Estate planning documents, such as your will or trust
- Any other paperwork concerning income you have or debt that you owe
Write down all of the questions you want to ask your attorney
Often, the time you have with your legal team is limited, and hourly legal fees can add up. Be sure to prepare all of the questions you have in advance. By also gathering the pertinent information above ahead of your first meeting, you will use your attorney’s time wisely and reduce your overall legal fees.
Contact me for assistance
If you live in the San Francisco Bay Area and would like to speak with an experienced divorce attorney, please contact my office for a consultation.
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