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Important Financial Documents

Kahn and Richardson - Tuesday, December 01, 2015

When contemplating a divorce, it is often helpful and cost effective to gather certain financial documents and provide them to your attorney for review.

Some important documents to gather are:

  • Personal Federal and State Income Tax Returns
  • Corporate and/or Partnership Income Tax Returns for any closely held businesses
  • Policies of insurance, including, life, health, auto and disability
  • Statements for retirement accounts
  • Statements for all investment and bank accounts
  • Deeds to real property
  • Statements for Mortgages and Home Equity Lines of Credit
  • Credit card statements

These documents may often be found in your home files or in a safe deposit box. Some will be available online.

If, for any reason, you are unable to obtain copies of these documents through any of the above means, the provisions of the New York State Domestic Relations Law require full and complete financial disclosure by both parties in a divorce action. If your spouse withholds these documents from you, the Court can order that copies be provided to you and your attorney.

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Practice Areas
  • Divorce
  • Separation Agreements
  • Custody & Visitation
  • Property Division
  • Spousal Maintenance
  • Child Support
  • Prenuptial Agreements

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