Inventory and keep copies of documentation regarding each of the following items wherever applicable and wherever possible. Provide the information and documentation to your attorney as soon as practicable.
 
Basic Information
 
__Names and Social Security numbers of you, your spouse, and your children
__Places of employment, with addresses, phone numbers, titles, and formal descriptions obtained concerning salary, pension plans, profit-sharing plans, Keogh plans, and other details
__Life insurance of both you and your spouse and, where applicable, the children
__Health insurance cards Separate Property in Your Separate Names
__Real estate (marital home, income, business or investment property, etc.)
__Stocks, bonds, and other securities
__Bank and/or credit union checking and savings accounts
__Debts, liens, and mortgages against any assets Joint Property
__Real estate (marital home, income, business or investment property, etc.)
__Stocks, bonds, and other securities
__Bank and/or credit union checking and savings accounts
__Debts, liens, and mortgages against any assets Evidence of Income and Debt
__Details of jointly owned family businesses, other owners, financial statements, loan applications, and income tax returns
__Bank and credit union statements
__Addresses of brokerage houses, insurance companies, credit card issuers, etc.
__Income tax returns (at least the past five years)
__Vehicle registrations
__Inventory of household furniture, furnishings, and appliances
__Inventory of contents in safe-deposit boxes
__Patents, royalties, and copyrights
__Inventory of collections, artwork, and antiques
__Proceeds received or contingent from legal cases, such as personal injury or worker’s compensation
__Unusual monies, such as lottery winnings
__Trust funds, gifts, annuities, inheritances, and estate planning documents, such as trusts, wills, and powers of attorney
__Line item credit card statements
__Professional degrees and career assets, such as licenses, benefit packages, stock options, deferred compensation, vacation, sick leave, bonuses, etc.

 

Contact Us Today

 

For a free consultation concerning your family matters, contact Pinnacle Family Services at 248-305-6484 . You can also contact us through email. Check our locations here. Nighttime and weekend appointments available.