Use dated records
Make separate lists of assets and liabilities. For each asset, note the statement date, estimated value, liquidity, recorded ownership and whether a basis record is available. For debt, note the balance, interest rate, required payment and whose name is on the agreement.
Do not enter account numbers, spouse identity or statements into this website. Store your working documents privately and share them only through a suitable channel agreed with your professional.
- Cash and deposit accounts; investments and retirement accounts.
- Real estate, vehicles and other significant property.
- Mortgages, credit cards, personal loans and tax obligations.
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Separate value from legal treatment
An account title or acquisition date alone does not determine treatment in divorce. An attorney should evaluate property rights and disclosure requirements.
An order allocating debt between spouses does not necessarily change a lender's contractual rights. Verify any refinance, account closure or release directly with the creditor and attorney.