Items to Bring to Your Appointment
The following is a partial list of documents you should compile to bring with you to your initial consultation:
- Complete federal income tax returns with W-2s for the past three (3) years
- Current paystubs for both parties
- Most recent statement you have for all IRA, 401-K, investment, pension, stock option, deferred compensation and retirement accounts
- Social Security benefit statement for both parties
- A list of all of your debts including mortgage balances
- Prenuptial, Postnuptial and Community Property Agreements
- Corporate tax returns (last 5 years) for any business in which the parties have an interest
- Life Insurance Policies including the declaration pages
- Assessed tax valuation statements for any real property
- Appraisals on any real property owned by the parties which are less than two (2) years old
- Any financial statements completed by the parties in the last three (3) years