Top Ten Financial Documents to Gather at Separation | Free Checklist

Getting financially organized is one of the most important first steps you can take when separating.

Top Ten Financial Documents to Gather at Separation is a FREE practical checklist from MK Coaching Services designed to give you an organized starting point for understanding your financial picture.

Whether you are preparing to obtain legal advice, attend mediation, negotiate a separation agreement or organize information for a family law matter, gathering your financial documents early can save time, money and stress.

What’s Inside

This easy-to-use checklist identifies key financial records to begin collecting, including:

• Income tax returns

• Notices of Assessment

• Employment and income information

• Bank and credit card statements

• Mortgage records

• Pension and investment information

• Business records

• Insurance policies

• Family and property documents

• Other important financial records

You'll also find reminders about other important family and property documents that may be useful to gather.

The Goal

Start early. Get organized. Understand your financial picture.

A simple checklist can turn an overwhelming task into manageable steps.

PDF Digital Download | 1 page | FREE

Disclaimer:

For educational and informational purposes only. Not legal, financial, counselling or other professional advice.