Separation checklist

Six areas to gather first after a separation.

Q: I don’t have most of this information. Where do I start?

Start with what you can name from memory, such as the banks you use, and mark balances Unknown.

Q: Does using Alette mean I’ve filed for anything?

No. Alette is a private preparation tool. It doesn’t file documents or contact anyone on your behalf.

When a separation is recent or close, six areas commonly come up first. Start with what you can find this week and mark the rest as open.

What you gather here carries into your Alette Case File.

Alette surfaces and organizes. Professionals advise and finalize.

Why this preparation matters

A partial record is a useful record.

In Alette, you record what you know now and mark the rest Unknown on the record it belongs to, so what you have found stays in one place while you look for the rest.

A professional holding a completed form across a table from a client, a folder of papers between them

You gather

RecordJoint checkingDocumentLease or deedParentingSchool scheduleUnknownAccount balances

Alette organizes

Case File

Records

Accounts, property, income, and parenting arrangements

Documents

Gathered in one place, with financial documents attached to the record each one supports

Unknowns

What you don’t know yet, marked on the record it belongs to

Decisions

What will need to be decided, such as the house or the parenting schedule

Your professionals start here

They start from your record.

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.

Six areas, and where to look first.

Area	What to gather	Where to look first
Bank and credit accounts	Accounts in either name, including ones rarely used	Your bank apps and your credit report
Property and vehicles	What is owned and whose name is on the title	The deed, vehicle titles and insurance declarations
Debts	Mortgages, loans, cards and anything co-signed	Your credit report and recent statements
Income and benefits	Pay, bonuses and health coverage	Recent pay stubs and last year’s W-2
The children’s routine	School, medical care and childcare	The school calendar and provider contacts
Your questions	Anything you want to ask a professional	One place you can find again

Gather what you can this week and mark the rest as open.

Open Questions

If you do not know, write it down and keep going.

Note each open question next to the record it belongs to, then move on. You don’t need an answer to keep gathering.

Common questions

I don’t have most of this information. Where do I start?

Does using Alette mean I’ve filed for anything?

Do I still need a professional?

Start with one area this week.

The free guide covers all 25 sections. Alette turns what you gather into one Case File. Your professionals advise from there.

Download the Full Guide

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