The statements, returns and records to gather before mediation. Start with what you can get online, then fill in the rest. If something doesn't apply to you, skip it.
Income
Personal tax returns for the last 3 years, with every schedule
W-2s, 1099s and K-1s for the same years
Pay stubs for the last 6 months
Bonus, commission, overtime and deferred pay records
Business tax returns and year-to-date profit and loss, if either of you owns a business
Rental, side business and any other income
Bank accounts and cash
Statements for every checking and savings account, last 12 months
Accounts in either name alone, joint accounts and children's accounts
Venmo, PayPal, Cash App and similar balances
Cash kept at home or in a safe deposit box
Investments
Brokerage statements, last 12 months
Stock options, RSUs and grant agreements from an employer
Cryptocurrency accounts and wallets
For any account opened before the marriage: the statement closest to the wedding date
Retirement
Latest 401(k), 403(b), 457, TSP and IRA statements
The statement closest to the date of marriage, for any account that existed before it
Pension benefit statement and the plan's summary description (including Utah Retirement Systems)
Any outstanding retirement plan loans
Real estate
Deed and the closing statement from the purchase
Current mortgage and home equity loan statements
A recent appraisal or market analysis
Records of where the down payment came from
Records of major improvements and who paid for them
Vehicles and other property
Titles and loan payoff amounts for cars, trucks, boats, RVs and trailers
A value estimate for each (Kelley Blue Book or similar)
Valuable items: jewelry, collections, firearms, tools, art
Debts
Credit card statements, last 12 months
Auto, student, personal and medical loans, with current balances
Money owed to or by family members
Tax debts owed to the IRS or the state
Insurance
Life insurance policies, including any cash value
Health insurance cost, and the part that covers the children
Monthly expenses
A monthly budget for your household now
What the household spent each month during the marriage (bank and card statements show it)
Child care, school and activity costs for the children
Separate property
Records for anything either of you owned before the marriage
Records for any inheritance or gift received by one of you
Statements showing where that money went after it arrived
Have the numbers? Put them on one page.
Divorcemap lists everything you own and owe, shows how a split works out, and prints a one-page summary to take to your mediator. The first 14 days are free.
This is a general list of records that are usually useful, not legal advice and not a list of what any court rule requires. Ask your attorney or mediator what your case needs.