Here are 36 financial records that you should have and understand as you approach a South Dakota divorce:
1. Net Worth Statement
2. Copies of all notes signed by you and your spouse (include 1st and 2nd mortgages)
3. Copies of any guarantees on behalf of another signed by you or your spouse
4. Tax returns for the last three (3) years
5. Benefit statements of your employer and spouse’s employer (Pension Plan, Profit Sharing,
401K, IRA, etc.)
6. Life insurance policies on you, your spouse and children
7. Short-term disability and long-term disability policies on you and your spouse
8. Homeowner’s insurance policy
9. Umbrella liability policy
10. Car insurance policies
11. Health insurance policies
12. Long-term care insurance policies
13. Other insurance policies (mortgage payment, credit life, AAA policy, cancer policy, etc.)
14. All bank account statements
15. All credit card statements
16. All brokerage statements
17. Any military benefits
18. Copy of credit history (obtain from retail merchants and any other applicable agencies)
19. Inventory of personal property (written and video)
20. Applicable employment contracts
21. Copies of Buy/Sell Agreements
22. Copies of Partnership Agreements
23. Inventory of Lock Box
24. Financial Power of Attorney for you and your spouse
25. Medical Power of Attorney for you and your spouse
26. Wills
27. Living Wills
28. Copies of any Wills or Trusts of which you are the beneficiary (your parents, your spouse’s parents, other relatives)
29. Trusts
30. Social Security Benefits Statement
31. Pre-Nuptial Agreements
32. Separation Agreements
33. Lease Agreements
34. Real Estate Contracts
35. Mutual Fund Statements
36. Annuity Statements
