High Net Worth Divorce Checklist

Confirm Arizona Residency Requirement*

Retain a High-Asset Divorce Attorney*

Engage a Forensic Accountant Early*

Hire a Certified Business Valuator (If Applicable)

Determine Whether You Have a Covenant Marriage*

Consider a Private Judge or Special Master

Compile 5+ Years of Personal Tax Returns*

Collect All Bank & Brokerage Account Statements*

Obtain Retirement & Deferred Compensation Account Statements*

Document All Business Ownership Interests*

Gather Investment Portfolio & Stock Statements*

Compile Loan, Mortgage & Debt Records*

Locate Prenuptial or Postnuptial Agreements*

Document All Separate Property with Paper Trails*

List Every Real Property Interest*

Obtain Independent Appraisals for Each Property*

Trace Separate Property Contributions to Real Estate*

Review All Real Estate Mortgages & Equity Lines*

Assess Tax Consequences of Real Property Transfers*

Evaluate Spousal Maintenance Eligibility*

Prepare a Detailed Monthly Budget & Lifestyle Analysis*

Gather All Income Documentation for Both Spouses*

Understand Tax Treatment of Maintenance Payments*

Issue Formal Discovery Requests*

Screen for Hidden Assets & Income*

Check for Undisclosed Business Interests & Real Property*

Monitor for Dissipation of Community Assets*

Request Temporary Orders to Preserve Assets

Draft a Comprehensive Parenting Plan

Address Child Support Under Arizona Guidelines

Understand Relocation Rules Before Making Any Move

Plan for Trusts, Inheritances & College Funding for Children

Review the Decree of Dissolution Carefully Before Signing*

Execute All Required QDROs and Retirement Account Orders*

Transfer & Re-Title All Real Property*

Update All Estate Planning Documents*

Restructure Business Ownership & Operating Agreements

Work with a CPA on Post-Divorce Tax Planning*

Establish Your Individual Credit & Financial Accounts*