Do you currently find yourself in a position of wondering how to make a list of the marital property that now unfortunately you find yourself presenting to an attorney to discuss in divorce negotiating?
Below is a Divorce Worksheet for Assets and Debts to get you started. If you would like a hard copy do not hesitate to contact me at 615-369-1611 or mdstephens@royalaa.com.
| Bank Accounts | Value | Separate property (Indicate Owner) | Marital Property (Indicate Owner) |
| Checking | $ | ||
| Savings | $ | ||
| CDs | $ | ||
| Safety Deposit Box | $ | ||
| Other (list) | $ | ||
| Investments | Value | Separate property (Indicate Owner) | Marital Property (Indicate Owner) |
| Stocks | $ | ||
| Bonds | $ | ||
| Mutual Funds | $ | ||
| Life Insurance (cash value) | $ | ||
| Other (list) | $ | ||
| $ |
| Retirement Funds or Corporate Benefits | Value | Separate property (Indicate Owner) | Marital Property (Indicate Owner) |
| 401(k) | $ | ||
| Defined Contribution Plan | $ | ||
| Stock Purchase Plan | $ | ||
| Stock Options | $ | ||
| Pension | $ | ||
| Other (list) | $ | ||
| $ |
| Property | Value | Separate property (Indicate Owner) | Marital Property (Indicate Owner) |
| House | $ | ||
| Second Home | $ | ||
| Rental Property | $ | ||
| Land | $ | ||
| Commercial Real Estate | $ | ||
| Other (list) | $ | ||
| $ |
| Household Items | Value | Separate property (Indicate Owner) | Marital Property (Indicate Owner) |
| Furniture | $ | ||
| Clothing | $ | ||
| Jewelry | $ | ||
| Books | $ | ||
| Art Collectibles | $ | ||
| Crystal/China/Silver | $ | ||
| Electronics | $ | ||
| Tools | $ | ||
| Other (list) | $ | ||
| Vehicles | Value | Separate property (Indicate Owner) | Marital Property (Indicate Owner) |
| Automobiles | $ | ||
| Boat | $ | ||
| RV | $ | ||
| Trailer | $ | ||
| Motorcycle | $ | ||
| Other (list) | $ | ||
| Debts Worksheet | Spouse (A) – Outstanding Balance | Spouse (B) – Outstanding Balance | Monthly Payment | Interest Rate |
| Mortgage | $ | |||
| Second Mortgage (HELOC) | $ | |||
| Car Loan | $ | |||
| Bank Credit Card(s) | $ | |||
| Store Credit Card(s) | $ | |||
| Personal Loan(s) | $ | |||
| College/Student Loan(s) | $ | |||
| Children’s Medical/Dental | $ | |||
| Other (list) | $ | |||
| $ |
After your Divorce
Make sure to revise your legal documents and policies after your divorce to reflect your marital status change to align with the Marital Dissolution Agreement and/or Divorce Decree.
Here are some items to re-revise and update beneficiaries:
• Will • Trusts • Guardianship
• Insurance policies • Income tax exemptions
• Retirement Plans such as 401(k)s, 403(b))s, 457 • IRAs • Roth IRAs
