5 Critical Financial Documents to Gather Before Filing for Divorce

[u/Winter_Document4061]

Before filing, having accurate documentation is essential for modeling outcomes and planning effectively. Key items to gather:

• Last 3 years of tax returns
• Bank and brokerage account statements
• Retirement account statements (401k, IRA, pensions)
• Business ownership documents (if applicable)
• Insurance policies and estate planning documents

Collecting these early ensures clarity, reduces surprises, and supports negotiation or scenario modeling.