059

FORM 59.

Document Checklist to Discuss with Divorce Attorney

- Federal, state, and local income tax returns for the past 3 to 5 years - Corporate or partnership federal and state tax returns of your spouse's business (or your own) for the past three to five years - Executed Agreements between the parties, such as a prenuptial or separation agreement - All documents relating to income, expenses, and property, such as payroll stubs and W-2 or 1099 forms, copies of leases, statements of interest or dividend income, account statements from stockbroker or financial advisor - Bank statements of all personal and business checking accounts for you and your spouse - Deeds, mortgages, leases held to any real estate - List of all income-producing assets, such as bank CDs and stock certificates - Pension and retirement plan policies and statements and records for 401(k) plans, IRAs, Keoghs, etc. - List of employer-provided benefits, pertinent employment contracts, stock option and profit-sharing plans and records, for you and your spouse - List of all physical assets, such as paintings, coin collection, automobiles, boats, etc. including bills of sale or registration certificates - Copies of life, health, auto, homeowner's, disability, and other pertinent insurance policies - Personal or business Net Worth Statements previously prepared and submitted for a loan or other purpose - Appraisals of any personal or real property or business owned by the parties - Location and itemized contents of any safety deposit boxes - Description or records of any gifts or inheritances - List outstanding debts, credit card records, and loans - Copies of all wills and trust documents - Your passport, birth certificate, and social security cards (also copies of the same for your spouse) - Love letters or other written evidence or agreements documenting promises of support, conveyance of property, etc. - Other important documents or records