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Proactively gathering financial documents is crucial when preparing for a divorce case. Essential documents such as tax returns, pay stubs, bank statements, brokerage accounts, and retirement accounts are vital for accurately assessing the financial situation of both parties.

• Gather tax returns for the last 3 to 5 years to reflect true incomes. • Collect current pay stubs to show accurate, up-to-date earnings. • Obtain bank statements to track money coming in and going out of the household. • Compile statements for brokerage accounts like Charles Schwab or Fidelity to track investments. • Collect information on all retirement accounts, including pensions, IRAs, and 401(k)s, as these are significant assets.

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