This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.
List account numbers and pertinent information about financial accounts and assets. Label the accounts by ownership: individually owned, jointly owned, and assets acquired prior to marriage.
List parenting items that are most important to you, as well as priorities for the future.
List of other details that are important in your life, or your children’s life.
List any issues or circumstances that influenced your divorce.
You should strongly consider taking action on these items prior to finalizing your divorce.
Getting organized and educated about your overall financial life will help you make it to the end of the divorce process efficiently. It will also help you get to an outcome that is most beneficial for you. For more information about how Modera can help get you started, please reach out to our team of advisors.
Learn more on how we can help clients going through a divorce: moderawealth.com/specialties/divorce
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