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


Download our Initial Consultation Checklist