Question

What financial documents do I need to gather before divorce?

Answer

Compile information on all shared assets (retirement accounts, real estate, investments, bank accounts) and shared liabilities (mortgages, credit cards, loans). Include accounts in your spouse’s name only and gather copies of your pre-nuptial agreement, if applicable, and documentation of your state’s divorce laws.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Want to learn more about Mercer Advisors?