1. Session 5.1
Division of Assets/Liabilities &
Personal Property Listing

2. 1. Division of Assets &
Liabilities
• Financial Experts
• Knowledge of Marital Finances
• Creation of a Budget

3. 2. Personal Property Listing
• Create Inventory
• Binder with Page Protectors
• Dated Pictures
• Video

4. 3. Moving Personal Property
Be Sure to Specify a Time and Date

5. 4. Vehicles
Name to Reflect Change
of Title and Liens

6. 5. Investments
• Gather Pertinent Information
• Current Dollar Value

7. 6. Real Estate
• All Real Property
• Value with Appraisal

8. 7. Life Insurance
• Face Value
• Beneficiary

9. 8. Wills
• Changes
• Creation

10. 9. Social Security
• Financial Advisor

11. 10. Attorney Fees
• Expense
• Mediation

12. 11. Income Tax
Consideration
• Back Taxes
• Refunds

13. 12. Retirement
Accounts
• Current Statement
• State Requirements in Divorce
• Options for Division
• Set Forth Date of Division

14. Thank you!