Documents for Family Financial Mediation

Documents that can be helpful in a mediation meant to resolve issues surrounding the financial aspects of a marriage and divorce, below is a list of things that can be helpful. Generally speaking, divorce can be overwhelming without the pressure of being super organized. It is not imperative to have all of the noted documentation or to overthink the process. These things are the most helpful if you have them on hand.

• A recent pay income statement.
• Your most recent federal and state income tax returns.
• Statements of health insurance costs for you and your children.
• Statements showing child care expenses, if any.
• Current mortgage and credit card statements, as well as the statement nearest in time to your marital separation.
• Deeds for real estate that you or your spouse have an interest in, along with appraisals or tax valuations if available.
• Documents showing valuations of businesses you or your spouse own and the ownership interests you/they have in them.
• Current retirement account statements as well as the statement nearest in time to your marital separation.
• Current bank account, investment account, stock/bond, etc., statements as well as the statement nearest in time to your marital separation.
• Current car loan and value statements, as well as the statement nearest in time to your marital separation .
• For any rental property that you and/or your spouse own, a record of all income and expenses for that property from six months prior to your separation to the present.