Post Divorce Checklist

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This is a Post Divorce checklist that you should consider completing with your finance advisor over the course of three (3) months to a year to help put your financial affairs in order.

• 401 K spousal transfer to your IRA account

• Investment account re-titling of taxable accounts

• Transfer of company pension benefits to your own account

• Refinance of current mortgage to your single name only

• Set up of new Term Life Insurance designed to protect divorce settlement agreement

• Set up of Children's education accounts

• Post divorce investment portfolio allocations

• Beneficiary updates & changes for Wills, Trusts & Investment accounts

• Set up new health & dental care coverage for yourself and children

• Set up new homeowners or renters insurance

• Set up new car insurance for self

• Set up Disability & Long Term Care coverage for self

• Retirement planning

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BELLI, WEIL, GROZBEAN & DAVIS, LLP serves the State of Georgia, Washington, D.C. and clients across the Nation. Georgia lawyers are also licensed in the District of Columbia, Florida and Montana. Our Law firm works with lawyers across the country to provide the very best representation for our clients.

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