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Call Us Today
(650) 351-4200
Call Us Today
(650) 351-4200

Divorce

Important Records to Compile before the Divorce

The most important step is to understand your financial situation completely. Second, you need to make sure copies of important records are in your control. You should obtain or consider:
  • Birth certificates - You and the children
  • Complete copies of tax returns for at least the last three years
  • Copies of all deeds, stocks, bonds, brokerage statements, etc.
  • Inventory all items in your safe deposit box
  • Copies of all debt instruments - Loans, mortgages, leases, etc.
  • Copies of wills, marriage certificate, trust agreements, marriage contracts, etc.
  • Copies of insurance agreements - Life, auto, business, etc.
  • Inventory of home and personal assets - Photos or video tapes will assist in establishing contents
  • Copies of all monthly bank statements
  • Copies of all retirement plans and statements
  • Make sure all taxes are paid and up-to-date
  • Personal auto - Make sure it is in good condition
  • Family business - You need to be familiar will all aspects of the financial situation
  • Do not sign blank documents
  • Make sure you get a complete medical and dental check up. Determine if you and the children have health insurance coverage should you separate.
  • Stash some cash. Have enough on hand or in traveler checks to get by on until your attorney can get the court to award temporary support.
  • Copies of credit reports from the three major reporting companies
  • Contact all credit card companies, mortgage company and other debtors. Ask what type of account you have. (Joint, individual, etc.)

Post Divorce Reminder Checklist

  • Change of Name-Form SS-5, Social Security Administration
  • Change of Address-Form 8822-IRS
  • Change of Withholding-Form W-4-Employer
  • Change Your Will  
  • Change Your Trust
  • Change Your Life Insurance Beneficiary
  • Change Your Retirement Accounts Beneficiary
  • Change Your Bank Accounts
  • Change Your Brokerage Accounts
  • Change All Titles and Deeds Contact the IRS and State in Reference to Estimated Tax Payments Made 
  • Change Credit Cards
  • Change Ownership of Stocks, Bonds and Mutual Funds

Most Importantly Make an Appointment with Your Tax Advisor ASAP

a. Filing Status
b. Tax Estimates
c. Sale of Assets
d. Dependent Exemptions

Contact Information

Peter M. Manetas, Attorney At Law

Address

600 El Camino Real, Suite 102
San Bruno, CA 94066

Phone

650-351-4200

Business Hours

Monday-Friday 9 a.m.-5 p.m.
With some evening appointments available as necessary

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We are conveniently located at 600 El Camino Real, Suite 102, San Bruno, CA 94066. Contact us today to schedule a consultation.

Call Us Today At ♦ (650) 351-4200