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 Because the information posted on this website and provided in the accompanying podcasts and blogs is prepared for a general audience, without investigation into the facts of each particular case, it is not legal advice: Karen Robbins does not have an attorney-client relationship with you. The thoughts and commentary about the law contained on this site is provided as a service to the community, and does not constitute solicitation or provision of legal advice.

While we endeavor to provide accurate information at this website and in the podcasts and blogs, we cannot guarantee that the information provided here (or linked to from this site) is accurate, complete, or adequate. We provide this general legal information on an ‘as-is’ basis. We make no warranties and disclaim liability for damages resulting from its use. Legal advice must be tailored to the specific circumstances of each case, and laws are constantly changing, so nothing provided at this site or in the accompanying podcasts, should be used as a substitute for the advice of competent counsel.

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Questions You Want Answered > How Can I Be a Good Client? > What kinds of documents should I gather?

Search the FAQ for entries containing:

_____Individual income tax returns for past three to five years (federal, state, and 
local)
_____Business income tax returns for past three to five years (federal, state, and 
local)
_____Proof of your current income (W-2 forms, 1099 forms, K-1 forms, 3 most recent 
pay-stubs)
_____Proof or spouse’s current income (W-2 forms, 1099 forms, K-1 forms, 3 most 
recent pay-stubs)
_____ Prenuptial agreement or post-marital agreements, if any
_____ Divorce decrees and court orders from previous marriages
_____Checking, Savings, Money Markets, CD’s, Brokerage, and any other type of 
account statements
_____ Pension plan and 401K statements
_____ Retirement account statements
_____ Wills, trusts, living wills, powers of attorney, durable powers of attorney

 

_____ Stock portfolios, LLC’s, any other investments

 

_____ Stock options: grant documents, vesting schedules, account statements.

_____ Mortgage statements for all properties

_____ Property tax statements

_____ Credit card statements

_____Loan documents and loan applications including consumer loan applications 

such as for a car loan

_____ Utility bills

_____ Other bills (e.g., school tuition, unreimbursed medical bills, etc.)

_____ Employment contracts

_____ Life insurance policies

_____ Health insurance policies

_____ Homeowner’s insurance policies

_____ Automobile insurance policies

_____ Personal property appraisals

_____Real property deeds for each property you or your spouse own, or any 

properties owned by any entity that you have an interest in

_____ Real property appraisals

_____List of personal property, including home furnishings, jewelry, artwork, 

computers, home office equipment, clothing and furs, etc. If there are 

particularly valuable or unique items you will want to photograph them and 

inventory them and perhaps obtain an appraisal.

_____ List of real property and assets owned by each spouse prior to marriage, along with any documents that prove that the property is non-marital or pre-marital

_____ List of contents of safety deposit boxes

_____Copies of any other personal debts or notes signed to anyone, including family 

members

_____Photographs of family, children, furniture, your home, or valuable collections to 

the extent that you feel these photos will help you "tell your story”

Last updated on September 5, 2013 by Karen Robbins, Attorney at Law