Pre-Divorce Checklist

This checklist is designed with a goal to offer support and guidance during a confusing and emotionally stressful time. All documents, legal agreements, accounts, and beneficiary designations should be reviewed to reflect your new marital status.

Insurance Review

  • Life
  • Long-term care
  • Auto, umbrella, homeowners/rental
  • Medical/dental
  • HSA and FSA
  • Disability

Financial Planning

  • Cash flow and budget analysis
  • Short-term and long-term goals
  • Emergency fund
  • Monte Carlo analysis

Information Changes

  • Update all beneficiaries
  • Bank and credit card accounts
  • Medical Insurance
  • Life Insurance
  • Auto insurance
  • Home insurance
  • Wills/Trusts
  • Guardianship
  • Power of Attorney
  • Health Care Directive

Documentation

  • Social Security statements
  • Loan agreements
  • Inventory of art and other significant assets
  • Receipts for major purchases during marriage
  • List of premarital and inherited assets.
  • Three to five years of income tax returns

Divorce Decree Analysis