# Divorce Financial Disclosure Checklist

A free, printable checklist from The Hammer Lex. The document categories most U.S. divorce and family law financial disclosure processes ask for.

URL: https://hammerlex.com/resources/financial-disclosure-checklist.html

**Not state-specific.** Mandatory disclosure requirements vary by state and county. Confirm the specific list your court requires before relying on this page.

## Income
- Federal & state tax returns (typically most recent 2–3 years)
- Pay stubs / income statements (typically most recent 3–6 months)
- Self-employment / business income records (P&L, 1099s, K-1s)
- Other income (rental, investment, bonuses, commissions)

## Accounts & assets
- Bank account statements (checking, savings, individual and joint)
- Brokerage / investment account statements
- Retirement accounts (401k, IRA, pension)
- Real estate records (deeds, mortgage statements, valuations)
- Vehicles & other titled property
- Business ownership documents (formation, ownership %, valuation)
- Life insurance policies (cash value)

## Debts & obligations
- Credit card statements (all cards, individual and joint)
- Loan statements (personal, auto, student, lines of credit)
- Liens against real or personal property

## Expenses
- Monthly household budget / expense summary
- Recent large or unusual expenses

## Notes
HammerLex's family law matter template and client portal track which disclosure documents have been received, request outstanding items, and keep them organized on the matter. See: https://hammerlex.com/practice-areas/family-law

Book a demo: https://hammerlex.com/contact