Property and accounts
Real estate, vehicles, cash, bank and investment accounts, retirement, businesses, valuable items, digital assets and expected payments.
Inventory first; classification and division come later.
Whose name appears on an account is not always the complete legal answer. Record what exists, when and how it was acquired, current evidence, claimed separate portions and any missing information.
Source record reviewed: 2026-11-03 · Page updated: 2026-11-03 · Not attorney-certified legal advice
MASTER INVENTORY
Use one evidence-backed list.
Debts and obligations
Mortgages, cards, loans, taxes, judgments, leases, guarantees and contingent obligations.
Dates and source records
Acquisition date, title, balances near marriage and separation, payments, transfers, statements and supporting agreements.
Valuation questions
Statement value, payoff, appraisal date, tax basis, sale costs and whether professional valuation may be necessary.
Completeness and updates
Required disclosure format, exchange method, amendments and proof of what was provided.
Implementation documents
Deeds, refinancing, account transfer, vehicle title, tax terms and retirement orders may require separate documents.