Home Money & Property

Money, property and debt

Create a neutral inventory of financial topics and missing records without classifying property, valuing assets or dividing debt.

Do not hide, destroy, transfer or move assets to defeat another person’s rights or a court order. Complex property, pensions, businesses and missing records may require legal, tax, valuation or accounting help.

Which financial areas may apply?

Income and regular expensesWages, self-employment, benefits, housing and recurring costs.Bank and investment accountsChecking, savings, brokerage, cash and digital assets.Home or other real estateOwnership, mortgage, equity, occupancy and sale questions.Retirement or pension401(k), IRA, pension, deferred compensation and related orders.Business or professional practiceOwnership, income, records, value and ongoing control.Debt or tax liabilityMortgages, loans, cards, tax debt and joint obligations.

How complete are the financial records?

What needs attention first?

Questions or missing information

View My Plan

Records that often help

Recent pay records and tax returns
Bank and investment statements
Retirement and pension statements
Mortgage, deed and lease records

Loan and credit-card statements
Insurance and health-coverage records
Business ownership and financial records
Prior agreements and court orders

Build the full document checklist →