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Information to Collect for Your Divorce

Information to Collect for Your Divorce

The following is an invaluable list to get a picture and accurate evaluation of your case.

  • Personal Information
    • Your name, address, telephone number
    • Spouse’s name, address, telephone number
    • Each spouse’s date of birth and Social Security number
    • Names and birth dates of children
    • Date and place of marriage and length of time in present state
    • Copy of prenuptial agreement, if any
    • Information about parties’ prior marriages, children, etc.
    • Date of separation and grounds for divorce
  • Employment Information
    • Current occupation and name and address of employer (both parties)
    • Income of each party (including current pay stubs, if available)
    • Education, degrees, and training of each party
    • Extent of employee benefits for each party
    • Details of retirement plans for each party
  • List of joint and separate assets with current values
    • House
    • Other real estate
    • Stocks, bonds, and securities
    • Bank accounts
    • Individual retirement accounts (IRAs), and
    • Life insurance of each party
    • Collections, artwork, and antiques
    • Automobiles or boats (if owned)
  • Liabilities and debts of each party with current amounts
    • Mortgages
    • Credit Cards
    • Car/Boat loans
    • Personal loans
    • Other loans
  • Details regarding “separate” personal assets of each party, including trust funds and inheritances
  • Financial records, including:
    • Bank statements (last 3 years)
    • Tax returns (last 5 years; call 800-829-1040 and ask for a “tax return transcript” if you don’t have these)
    • Loan applications, if any were completed in the last 5 years
    • Investment statements (last 3 years)
  • If you or your spouse owns and interest in a family business, try to gather the following records:
    • Description of business, website, and/or marketing materials
    • List of shareholders and percentage of ownership
    • Bank statements of business (last 3 years)
    • Tax returns of business (last 5 years)
    • Applications for loans (last 5 years)
    • Income statement and balance sheets (last 5 years)
    • Buy-sell agreements, if any

Obviously, you won’t have all of the above information and documentation at your fingertips. Provide whatever you can. The more you compile now, the less work will need to be done by your lawyer and/or your spouse and their lawyer.

Do not put off consulting with an attorney because you are missing information. If you cannot obtain something, it can be ascertained during the divorce discovery process.

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Our Offices
  • Whippany Office
    575 Route 10 East
    Suite 1
    Whippany, New Jersey 07981
    Phone: 973-428-0800
    Fax: 973-428-0830
  • New York Office
    420 Lexington Ave.
    New York, New York 10170
    Phone: 646-213-9053
  • "Without Tanya and her time, the really unpleasant experience of getting divorced would have been even worse. They were able to settle the matter very quickly and helped me fit this into my tight schedule allowing me to leave to move abroad for my dissertation research on time without having to delay the trip because of the divorce. They also did all of it within my very tight budget. Thank you so much for your help and dedication to my legal matter!"  - AG

  • "Tanya and her Associates are outstanding! What I admire most about Tanya is her knowledge of the law with her keen negotiation skills to foster mediation. Her strategies efficiently resolve conflict leading to the resolution of cases. She and her team have an outstanding work ethic, know what data are needed, and get the job done. It is a pleasure to work with such wonderful professionals."  - Tara, Whippany

  • "I found Ms. Helfand's knowledge and tenacity most reassuring during the ordeal of my divorce. She was steadfast in her guidance and was very effective in her negotiations on my behalf. I would recommend her without a second thought. "  -Jonathan

  • "Ms. Helfand was very professional and helpful with our bankruptcy case. Her advice was very useful and helped us make the proper decisions for our situation. In addition, she was very supportive during a very difficult time for us. Finally, she set very specific fee expectations and there were no surprises when it was completed. I would use her services again and would recommend her, without question."

  • "She is Incredible, very quick responding to the other party. Very professional and courteous. I highly recommend her. She has a great passion and love for every single case."

  • "Tanya and her team were very professional handling my divorce proceedings. She was very proactive in making the other attorney finally get the process moving forward. I would recommend her to anyone looking for legal services. "  -Scott

  • "Ms. Helfand strategized & processed, both, my Divorce & Chapter 13 Bankruptcy. As both cases were emotionally and legally challenging, Ms. Helfand proved to be an empowering Mentor along the path to clarity for which I am truly grateful. I highly recommend her legal expertise to anyone who is seeking a confident, savvy & caring attorney to become at peace with self and any legal matters."  -Vas

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