Free tool · for a divorce or separation
Separation Document Checklist
A separation asks you to assemble a complete picture of what you own, owe, and earn — and access to shared accounts can change fast. This free checklist is the finding part: the financial and personal records to gather into one place. Tick what you already have right here in your browser, or download the printable version to work through on paper.
Take it with you — free, no signup
Direct download. No email, no account — just the files.
What it does
- Lists the records to gather across eight categories — identity, income, accounts, debts, property, insurance, children, and your legal team.
- Reminds you to keep your own copy and note where things live — never a password, a PIN, or a full account number.
- Nudges you to gather statements early, while access to shared accounts is still easy.
- The Excel version self-scores how many records you've gathered; the PDF is print-and-tick.
Own it, don't rent it
Gathered your records? Now organize them.
This checklist tells you what to locate. The full organizer is where it all gets inventoried and totaled — a 10-tab workbook (Excel & Google Sheets) plus four PDF guides: asset and debt inventories that total themselves, a monthly budget, a shared-bill balance, a documents index, contacts, and a co-parenting reference.
A one-time purchase you keep and own — the structured organizer between a folder full of statements and a rented app holding your whole financial picture on someone else's server.
A records-gathering checklist, not legal, financial, or tax advice, and not a court form. It does not decide what is separate or marital property or how anything is divided — rely on your own attorney, mediator, or financial professional. Record where things live, never passwords or full account numbers. Free to use; please don't resell or redistribute.