Skip links
A man with glasses sits on a teal sofa adorned with mustard-yellow cushions in a cozy living room. Focused on divorce financial planning, he holds papers while a table before him bears a tablet, phone, and more documents.

Divorce Document Checklist

Having all of your important documents in one place will help you as you prepare for negotiations. Use this checklist to help gather and save the documents you’ll need as you work through your divorce. Some might not apply to your situation, so use our divorce document checklist as a guide.

Where to start and what Divorce Document do I need?

Tax Returns


Returns From the last 3 years:

  • Federal tax return
  • State tax return
  • W2 From last year:
  • 1099
  • Schedule K-1

Statements

  • Social Security
  • Property tax
  • Excise tax

Debts & Loans


Mortgage

  • Primary mortgage documents
  • Secondary mortgage documents
  • Mortgage applications

Credit cards
From the last 3 years:

  • Bank statements

Loans

  • Transportation loans
  • Student loans
  • Personal loans
  • Boat loans
  • Loan applications

Family Details


Self

  • Legal name, phone(s), email(s), address(es), date of birth, SSN
  • Employer (name, address, phone)
  • Health insurance
  • Certified copy of marriage certificate

Spouse

  • Legal name, phone(s), email(s), address(es), date of birth, SSN
  • Employer (name, address, phone)
  • Health insurance

Child/Dependents

  • Legal name, phone(s), email(s), address(es), date of birth, SSN
  • Employer (name, address, phone)
  • Health insurance