Collect these documents to prepare your forms

These documents are the basis for the financial disclosure divorce filings:

  • Individual income tax returns from the past three to five years (federal and state)
  • Any business income tax returns from the past three to five years (federal and state)
  • Proof of your current income (Including W-2 forms, 1099 forms, and recent pay stubs)
  • Prenuptial agreement, if one exists
  • Bank statements from all joint and individual accounts – checking and savings
  • Retirement account statements (401K, IRA, and similar accounts)
  • Stock portfolios and options
  • Pension statements
  • Credit card statements
  • Any existing loan documents
  • Utility bills and other bills (tuition, medical bills, etc.)
  • Life, health, automobile, and homeowners insurance policies
  • Real property deeds for each property you or your spouse own, or any properties owned by any entity that you have an interest in
  • A detailed list of personal property, including jewelry, home furnishings, artwork, electronic equipment, clothing, etc. If you and your spouse own any particularly valuable or unique items you may wish to photograph them and inventory them and perhaps obtain an appraisal.
  • List of real property and assets owned by each spouse prior to marriage
  • Wills, trusts, living wills, powers of attorney, durable powers of attorney
Christina Weed  CBLS Tax Law

 

PHONE: 925.390.3222

FAX: 925.301.8667

 

Mendes Weed, LLP offices are located in Walnut Creek and our skilled attorneys provide family, tax, business and trust law assistance for clients. For your convenience, we also have attorneys' offices in San Francisco and Sacramento by appointment only.

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Walnut Creek Main Office

1990 N. California Boulevard
Suite 1020
Walnut Creek, CA 94596

 

San Francisco Office

201 Spear Street
Suite 1100
San Francisco, CA 94105

By appointment only.

Sacramento Office

770 L Street
Suite 950
Sacramento, CA 95814

By appointment only.