Separation / Divorce Checklist
A relationship is ending.
9 expert-curated steps · Organized by urgency · Free preview below
What most people ask first
What are my legal and financial rights?
How do I protect myself and my kids?
What does life look like next?
Consult a family law attorney before making any moves
Understand your rights, options, and what to expect. Many attorneys offer free initial consultations.
Why this matters: Early legal guidance prevents costly mistakes. What you do (or don't do) in the first weeks can affect the outcome.
Gather and copy all financial documents
Tax returns (3 years), bank statements, retirement account statements, property deeds, mortgage documents, credit card statements, pay stubs.
Why this matters: You need a complete financial picture for fair division. After separation, the other party may restrict access.
Establish your own credit and bank account
Open an individual bank account and credit card in your name only if you don't already have them.
Why this matters: Financial independence is critical. Joint accounts can be frozen during divorce proceedings.
Document the family's financial situation
List all assets, debts, income sources, monthly expenses, and recurring obligations.
Why this matters: Courts require full financial disclosure. Having your own records prevents manipulation.
Separate joint finances carefully
Work with your attorney on the proper way to separate accounts. Don't drain joint accounts — it can hurt you legally.
Why this matters: Judges look at financial behavior during separation. Acting rashly can impact custody and asset division.
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