California Divorce Preparation Checklist

Many clients tell me before starting their divorce:

“I don’t even know which bank our money is in.”

You’re not alone — this is more common than you might think. When one spouse manages all the finances, the other can feel completely unprepared once the process begins.

Divorce isn’t just a single event — it’s a step-by-step process that takes planning and organization.

Here’s a simple checklist to help you stay informed and prepared 👇

1️⃣ Get a Clear Picture of Your Finances

Gather bank statements, investment and retirement account information (401k, IRA), property records, and details of any debts. Even if you don’t have copies, try to find out which banks or institutions hold the accounts.
Collect available income information such as pay stubs, W-2s, 1099s, and tax returns.
If you have concerns about missing or hidden information, save any notes or documents you already have.

Why this matters: Being aware of your overall financial picture helps you stay organized and informed as you move through the paperwork process.

2️⃣ Organize All Important Documents

Prenuptial or postnuptial agreements, property purchase records, and tax filings.
If there has been domestic violence, keep copies of reports, medical records, texts, emails, or photos.
Keep proof of any loans from relatives used for housing or living expenses.
If you used separate funds (money owned before marriage) for home renovation or shared expenses, keep those records.

3️⃣ Prepare for Child-Related Information

Keep records of your child’s education, medical information, and daily routine.
Stay consistently involved in your child’s life — structure and stability are important for everyone during change.

📌 Tip: Good documentation helps you stay organized when completing the required forms related to child custody or support.

4️⃣ Keep Communication Records

Be mindful of what you write in texts or emails — they may be reviewed as part of your case file.
Save screenshots of any inappropriate or threatening messages or behavior.

📌 Even a simple text message or chat record can serve as helpful documentation later.

5️⃣ Understand the Process & Costs

Court filing fee: about $435 (may vary by county).
Attorney retainers often start around $5,000+.

💬 Practical Tip: If you mainly need help preparing and filing court forms or understanding procedural steps, you may work with a Registered Legal Document Assistant (LDA). It’s an affordable self-help option that lets you stay in control of your own case and reserve funds for situations that truly require an attorney.

📎 Disclaimer: This post is for general informational purposes only and is not legal advice. I am a Registered Legal Document Assistant (LDA) and cannot provide legal advice or represent you in court.

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