36 Financial Records You Should Have & Understand As You Approach A South Dakota Divorce

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

Brooke Swier Schloss
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Estate Planning & Family Law Attorney