Divorce
Divorce is a financial event as much as a legal one. Careful documentation and beneficiary updates protect your future.
Your checklist
Work through the steps in order. Progress saves in this browser, without an account.
Before Filing
Preparation
Tax returns, statements, account and property records.
Community-property vs equitable-distribution states differ a lot.
Home, investments, retirement, and debts.
Tool: Net Worth CalculatorSee whether one income covers your new reality.
Tool: Budget Analyzer
After Divorce
Months 1–3
A Qualified Domestic Relations Order must be done correctly to avoid taxes.
Remove your ex from accounts and policies.
Your estate documents likely named your former spouse.
Get the mortgage and title into your name only.
Tool: Refinance Analyzer
Rebuilding
3–12 months
Your timeline and priorities have changed.
Legal costs may have drawn it down.
Make up for anything paused during proceedings.
Tool: Retirement Planner