• ☐  Driver’s license or state-issued photo ID
• ☐  Passport
• ☐  Social Security card or number
• ☐  Any name-change documentation

• ☐  Marriage certificate
• ☐  Prenuptial or postnuptial agreement, if any
• ☐  Birth certificates for any children
• ☐  Prior divorce decrees or custody orders from any previous relationship

• ☐  Federal and state tax returns — last three to five years
• ☐  Recent pay stubs (last two to three months)
• ☐  Documentation of overtime, bonuses, commissions, or tips
• ☐  Other income sources (rental income, freelance, dividends, etc.)
• ☐  Self-employment or business income records (See Section 10 for full business documentation)
• ☐  Employer-provided benefits summary (vehicle, housing, expense accounts, etc.)

• ☐  Checking and savings account statements — last three to six months
• ☐  Certificate of deposit (CD) statements
• ☐  Money market account statements
• ☐  Health savings account (HSA) or flexible spending account (FSA) statements
• ☐  Children’s custodial or savings account statements

• ☐  Brokerage and investment account statements (stocks, bonds, mutual funds, ETFs)
• ☐  401(k), 403(b), or 457 plan statements — most recent and one from date of marriage
• ☐  IRA and Roth IRA statements — most recent and one from date of marriage
• ☐  Pension plan statements or summary plan description
• ☐  Deferred compensation plan statements
• ☐  Stock option or restricted stock unit (RSU) documentation
• ☐  Cryptocurrency account statements or wallet records

• ☐  Deed(s) for all real estate (marital home, rental properties, vacation properties)
• ☐  Mortgage statement(s) and most recent payoff amount
• ☐  Home equity loan or HELOC statement
• ☐  Most recent property tax statement
• ☐  Homeowners insurance policy and current value estimate or formal appraisal
• ☐  Pre-marital or inherited property documentation
• ☐  Cost basis for real estate (original purchase price and closing documents)

• ☐  Vehicle titles and registrations (cars, motorcycles, boats, ATVs, RVs)
• ☐  Auto insurance policies
• ☐  Significant personal property with estimated or appraised value (jewelry, art, collectibles, antiques, firearms, equipment)
• ☐  Inventory of household furnishings you wish to address

• ☐  Credit card statements — all individual and joint accounts
• ☐  Personal loan documents
• ☐  Student loan statements
• ☐  Auto loan statements
• ☐  Medical debt records
• ☐  IRS or state tax liens, judgments, or payment agreements
• ☐  Credit reports for both parties (annualcreditreport.com)

• ☐  Health, dental, and vision — carrier, policy number, and monthly cost
• ☐  Life insurance policies — face value and cash value if applicable
• ☐  Disability insurance policies
• ☐  Annuity contracts and statements
• ☐  Long-term care insurance policies

• ☐  Business registration documents
• ☐  Business tax returns — last three to five years
• ☐  Profit and loss statements and balance sheets
• ☐  Business bank account statements
• ☐  Operating, partnership, or shareholder agreements
• ☐  Business appraisal or valuation if available
• ☐  Patents, trademarks, or intellectual property documentation

• ☐  Current childcare or daycare costs and provider information
• ☐  Health insurance cost attributable to children
• ☐  Unreimbursed medical and dental expenses for children
• ☐  School tuition, fees, and records
• ☐  Extracurricular activity costs (sports, music, tutoring, camps, clubs)
• ☐  College savings plan (529) account statements
• ☐  Special needs or extraordinary expense documentation (Relevant under Pa.R.C.P. 1910.16-6)

• ☐  Wills, trusts, or estate planning documents
• ☐  Beneficiary designation forms for retirement accounts and life insurance
• ☐  Powers of attorney (financial and healthcare)
• ☐  Any existing separation agreement or settlement agreement
• ☐  Active restraining orders or protection from abuse (PFA) orders (Please notify Clement Mediation before scheduling if a PFA is in place)

• ☐  Current rent or mortgage payment
• ☐  Utilities (electric, gas, water, sewer)
• ☐  Cell phone and internet bills
• ☐  Grocery and household expenses (estimated monthly average)
• ☐  Transportation costs (gas, insurance, parking, tolls, public transit)
• ☐  Subscription services and memberships
• ☐  Out-of-pocket medical expenses
• ☐  Any other recurring monthly obligations

This checklist is provided for informational purposes and does not constitute legal advice. Clement Mediation serves as a neutral mediator and does not represent either party.

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