Documentation that attorneys want to see during a consultation typically relates to property division. From a legal standpoint, judges must verify the assets involved in the divorce. Based on the documentation, your attorney can characterize property as separate or community property and provide you with effective legal advice.
Findlaw provides a comprehensive checklist that suggests what documentation you should provide your divorce attorney. While every item on the list may not apply to your divorce situation or other documents may exist that are not included on the list, the list is extensive and conveys a good idea of what your attorney needs.
The list includes:
- All individual (or joint) and business income tax returns for the previous three to five years
- Proof of both spouses’ current income (pay stubs or other records)
- Prenuptial agreement
- Separation agreement
- Bank statements
- Certificates of Deposit (CDs)
- Pension and retirement account statements
- Trust documents
- Stock investment statements
- Mortgage statements
- Property tax statements
- Credit card statements
- Loan documents
- Utility, medical and other bills
- Monthly budget worksheet
- Insurance policies for life, homeowners and auto insurance
- Real estate property appraisals
- List of content in safety deposit boxes
- Living Wills
- Powers of Attorney
- Durable Powers of Attorney
- Advance Health Care Directives
You want to be sure to discuss all property and assets. Cover everything, whether you believe it is your separate property or marital property, so your attorney can do a thorough evaluation and provide legal counsel that addresses all of your issues.
If you have questions about how the legal process for property division, our attorneys at C. E. Borman & Associates are glad to explain, provide answers and advise.