Divorce financial checklist
Divorce usually asks for a full financial picture, including the accounts and debts a spouse handled. This checklist covers income, accounts, property, debts, taxes and expenses, and where each record usually lives.
What you gather here carries into your Alette Case File.
Alette surfaces and organizes. Professionals advise and finalize.
In Alette, each financial document attaches to the record it supports, such as a bank account or the house. A balance you don’t have yet is marked Unknown on its record, so the gaps become a short list of requests.
You gather
Alette organizes
Your professionals start here
A mediator, attorney, financial professional, or divorce coach can begin with an organized Case File instead of rebuilding the basics in a first meeting. More of the time you pay for can go to advice.
Interest and dividend forms (1099-INT and 1099-DIV) point to accounts that earned income.
It lists loans, cards and other credit accounts in your name.
Deductions show retirement contributions, health coverage and other benefits.
Sections 03 to 16 of the Alette Preparation Guide. Checkmarks clear when you leave, so download the guide to keep a copy.
Name each document in one consistent format, save it in the correct folder, and check it off. The names directly align with the system in Alette for you to upload later. For a paper copy, take a picture of it with your camera or use a scanner or scanning app.
Open Questions
Note each open question next to the record it belongs to, then move on. You don’t need an answer to keep gathering.
No. Record what you know, such as the bank or the account type, and mark the balance Unknown.
No. You enter information from statements you already have.
No. Alette organizes the financial records a divorce involves so they can be reviewed with a professional.
The free guide covers all 25 sections. Alette turns what you gather into one Case File. Your professionals advise from there.