Between the emotions and the logistics, it’s easy to miss the documents that still name your former spouse. Take it one step at a time, and work closely with your attorney on anything legal.
Do it yourself
Organize at your own pace, using the action items below as your starting point.
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List accounts, property, debts, insurance, and retirement plans, noting which are individual and which are joint.
How Forward helps · Organize assets by category so you and your attorney work from the same picture.
Retirement accounts, life insurance, and transfer-on-death accounts often pass by beneficiary form, not by will. Ask your attorney when to update them. Some changes may be restricted while a divorce is pending.
How Forward helps · Track which accounts name beneficiaries and which still need review.
Powers of attorney and healthcare directives may still name your spouse. Talk with your attorney about updating them.
How Forward helps · Keep current and replaced versions clearly labeled in one place.
Decide who you want to have access to your information now: a sibling, an adult child, a trusted friend.
How Forward helps · Choose new trusted contacts and control exactly what each can see.
A checklist of the accounts, documents, and designations to review, so nothing important gets overlooked.
Tell us where to send it and we’ll email it to you: these action items, 8 documents to look for, questions to talk through, and a contact sheet.