Owatonna, and Northfield,
Minnesota, Area
Monday – Friday,
8:30 a.m. – 4:30 p.m.
Minnesota State
Bar Association
1. Marriage Dissolution Client Information Questionnaire.
2. Budget.
3. Income Tax Returns.
Personal, corporate, partnerships, joint ventures, or other income tax returns, state and federal, including W-2, 1099, and K-1 forms, in your possession or control for the past three (3) years.
4. Banking Information.
All monthly bank statements, passbooks, check stubs, or registers, deposit slips, canceled checks, and bank charge notices on personal and business accounts, certificates of deposit, money management, and retirement accounts in your possession or control from banks, savings, and loan institutions, credit unions, or other institutions, which have been or are maintained at any time for or by you, individually, jointly, or as a trustee or guardian for the past two (2) years.
5. Financial Statements.
All statements submitted to banks, lending institutions, or any persons or entities, which were prepared by or on your behalf at any time during the last five (5) years.
6. Daycare.
Bills or statements showing current work or education-related daycare expense.
7. Stocks, Bonds, and Mutual Funds.
Certificates held individually, jointly, or as a trustee or guardian, including any stock brokerage accounts (and statements) owned during the past three (3) years.
8. Stock Options.
All records pertaining to stock options held in any corporation or other entity, exercised or not.
9. Pension, Profit Sharing, Deferred Compensation Agreement, and Retirement Plans.
All records of plan(s) owned by you or by any corporation in which you or your spouse are or have been a participant during marriage.
10. Life Insurance.
Life insurance policies declaration pages currently in existence, insuring your life or the life of any other person, in which you are named as either primary or contingent beneficiary, including any disability insurance currently in existence.
11. Outstanding Debts.
Documents reflecting all current debts owed to you or by you, secured or unsecured, including personal loans and lawsuits now pending or previously filed in any court, showing the name of the debtor and/or creditors, the date each debt was incurred, the total amount, and the unpaid balance.
12. Real Property.
All deeds, closing statements, appraisals, mortgages, and other evidence of any type of interest or ownership in real estate.
13. Motor Vehicles.
Invoices, appraisals, lease agreements, and titles to all motor vehicles owned by you, individually or jointly, including airplanes, boats, automobiles, or any other type of motor vehicle.
14. Corporate Interests.
All records indicating any kind of personal interest in any corporation.
15. Social Security/Veterans/Unemployment Compensation.
All statements showing amount of benefit paid to you and/or your children.
16. Partnership and Joint Venture Agreements.
Ownership records of partnership or joint venture to which you are a party during the marriage.
17. Employment Records.
Payroll stubs for yourself and spouse for the past three (3) months.
18. Fringe Benefits.
All records serving as evidence of any benefits available to you from any business entity, including, without limitation, auto, travel, entertainment, educational, and personal living expenses.
19. Medical Insurance.
A statement summarizing benefits and current cost of coverage for yourself and/or children. Include COBRA costs, if available.
20. Gifts.
All records pertaining to gifts of any kind made to you or by you to any person or entity, together with all records in connection with the transfer of personal property, by sale, gift, or otherwise, during the marriage.
21. Other:
a. ________________________________________
b. ________________________________________
c. ________________________________________
Consult our Lawyer when you need an attorney for Family Law, Estate Planning,
Negotiation Strategy, and Mediation Services in Faribault, Minnesota.
