Recent Divorce?
Divorce is difficult and often overwhelming. Please reference this list for potential to-do items after your divorce is final.
Talk to your financial professional about:
☐ Formulating new comprehensive financial strategies based upon your divorce settlement
Additional action items:
☐ Be sure to update all of your subscriptions, policies, accounts, and banking information to reflect:
☐ any name changes
☐ update your mailing address for receiving
☐ statements order new checks or ID cards to
☐ reflect any address or name changes
☐ Be sure to update all your employment, insurance, and tax records
☐ Be sure to modify, as necessary, any beneficiary changes
☐ Be sure to update any account permissions including any prior HIPPA releases
☐ Always keep a copy of your divorce decree and case number in a safe and easy to access location
>> Click here to download this checklist