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DIVORCE

Organization Tactics for the Divorce Process

Andrew Hatherley, CDFA®

April 24, 2020

Among other important areas of divorce, proper organization will allow you to have fewer issues during a divorce and may actually make the process easier. Use these organization tactics for the divorce process.

Proper organization will allow you to have fewer issues during a divorce and may actually make the process easier.

Proper organization will allow you to have fewer issues during a divorce and may actually make the process easier.

Plan Your Organization

Before you can start organizing your important documents and information, you’ll need to come up with a plan for how you’re going to organize it. This can range from file folders to an accordion binder to a collection of several different binders. In general, it’s a good idea to keep all your information in the same places and to keep your organization tactics for the divorce process the same from category to category. 

“It’s a good idea to keep all your information in the same places and to keep your organization tactics for the divorce process the same from category to category. 

Financial Organization 

Perhaps one of the most important aspects of organizing for your divorce is organizing your financial documents. This includes obvious financial things like credit cards and bank accounts but also things like rewards and frequent flier miles. Whether you have joint accounts or individual accounts, you’ll need to organize them and keep them handy for different steps in the divorce process.

Whether you have joint accounts or individual accounts, you’ll need to organize them and keep them handy for different steps in the divorce process.

Keep Track Starting Now

Even if you’re in the very beginning stages of divorce, you may want to get started with organization tactics for the divorce process. This means starting to gather documents that will be important to your case but also tracking spending and other habits starting now. In addition to tracking your financials, keep track of things like time with your kids, time spent working, and household factors. Keeping track of these things will make it easier for you during the divorce so that you don’t have to go back through any recent transactions or issues.

Analysis Before Divorce

Getting a financial or lifestyle analysis before your divorce is important because it can be the determination for things like alimony and child support. An official analysis can be used in divorce proceedings and may make the outcome more accurate for your situation. Having an analysis may seem like an unnecessary expense during your divorce, but it can prove to be valuable if there are major discrepancies in your lifestyle or if it will have a big change as a result of the divorce.

Having an analysis may seem like an unnecessary expense during your divorce, but it can prove to be valuable if there are major discrepancies in your lifestyle or if it will have a big change as a result of the divorce.

Updating Documents and Information

Another important organization tactic for the divorce process is to ensure that all documents and information are updated. This means updating things like emergency contacts, wills, and anything else that will need to be changed once you and your spouse are no longer married. In some instances, it is not possible to change these things until after the divorce is complete. If this happens, you can still get a head start on it and have all the information ready to go for when you are able to update that information.

Emotionally Valuable Items

Dividing assets is easy for things that have concrete value like homes or cars. It can become more complicated when your items only have a perceived or emotional value. Begin documenting why items are emotionally valuable to you. If there is proof of the item bringing value in any way, prepare that information so you may be able to use it during your divorce proceedings.

Private Organization 

Communication during divorce is often sensitive and requires you to organize your life and documents in a way that your spouse cannot see things meant only for you. In some instances, this may be investing in a post office box or a different telephone account. It can also mean things like creating specific times to talk with legal professionals and making a point to privatize your life as much as possible. This is an important part of divorce but can also be one of the hardest to do. Since you have been part of a couple, it may be more difficult both emotionally and literally to make areas of your life private from the other party.

Since you have been part of a couple, it may be more difficult both emotionally and literally to make areas of your life private from the other party.

Prepare for Post-Divorce

It may seem pointless to think about your life after the divorce especially if you are just getting started, but it is something that you should be thinking about throughout the entire process. Work with your divorce professional to come up with organization tactics for the divorce process that may make your life post-divorce easier. Consider things like your future name change, how you’re going to handle custody issues if you have children, selling your home, and many other specifics. Preparing during the divorce may make the post-divorce transition easier.

Organization tactics for the divorce process may seem complicated and like something you’re unable to do, but it is important to make sure that you’re prepared. Let the professionals at Wiser Divorce Solutions help you organize and prepare for your divorce. Contact us today

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Wiser Divorce Solutions

Certified Divorce Financial Analyst (CDFA®), Andrew Hatherley can help you to reach a workable resolution to your divorce so that you can get on with your new life and get started on your dreams.

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Andrew Hatherley is NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL ADVICE. All information he provides is financial in nature and should not be construed or relied upon as legal or tax advice. Individuals seeking legal or tax advice should solicit the counsel of competent legal or tax professionals knowledgeable about the divorce laws in their own geographical areas. Divorce planning is a fee-only process that does not involve investment advice or securities or insurance transactions.

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