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Item
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Notes
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Children
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Where the children will live?
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Arrangements for visiting the children
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Child Support (amounts, duration
and future reviews)
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School Fees and other expenses for the children
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Grandparents visiting the children
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Special needs
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Passports
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Further education - costs, decisions, etc
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Financial Arrangements
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Division of the family home,
deeds, mortgages etc
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Pensions - it may come as a surprise to know that your
biggest asset may not be your home.
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Division of investments, savings, shares etc
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Personal property, including furniture etc
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Cars and other vehicles
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Maintenance for husband or wife (including amount, duration
and provision for future reviews)
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Ensuring future obligations are met (eg life cover, etc)
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Claim Working and/or Child
Tax Credit?
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Are you entitled to any other State
Benefits?
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Legal and other professional fees
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Liabilities
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19
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Tax liabilities (income, capital gains, etc)
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Mortgages
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Bank and other loans
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Credit card liabilities
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Bankruptcy issues
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and things to do...
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List all assets and liabilities showing costs and current
values where possible
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Obtain copies of all documentation, statements etc where
possible which show ownership, value etc
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Notify relevant organisations of the change in your circumstances
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Consider hidden assets
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Revise existing will or
make a new one
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