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In this article, you will discover:
The most efficient and cost-effective way to get the required financial documents to your attorney is to download them yourself. That simply means logging into your bank, investment, retirement, or credit card accounts and downloading the needed statements.
If you’re exchanging only from the date of commencement, organization will be simple. If you’re exchanging a few months or a year or more of statements, download them all, set up folders on your computer and label those folders.
Have one folder labeled “bank accounts.” Within the bank accounts folder, have subfolders for each of your accounts. For example, if you have Chase, Citibank, and Bank of America accounts, set up separate subfolders for each.
Once you’ve set up your folders, you can share them with your attorney via Google Drive or by creating a zip file. If you don’t have the technical wherewithal to do that, your attorney, accountant, or their staff will. However, if you do more on your own, you use fewer of your attorney’s resources, making your divorce case quicker and less expensive.
Since almost every divorce is now e-filed, digital storage is the preferred method. For an uncontested divorce, everything is digital.
All statements and financial documents you download will be exchanged with your attorney and shared with opposing counsel via a zip file, OneDrive, or Google Drive.
It depends on the level of communication. If you have custody or visitation issues, consider using a parenting app, such as OurFamilyWizard, 2Houses, or Talking Parents.
In terms of agreements, there doesn’t have to be a specific method of communication regarding finances other than email or text. Email is often preferred over text messages, but either can be used to communicate between spouses.
Attorney David Bliven is a skilled lawyer based in Bronx, NY, who has helped countless clients like you navigate the intricacies of divorce law. With decades of experience, he is well-equipped to assist you in organizing your records and meeting calendar deadlines for your divorce case, ensuring a smoother and more efficient process.
Still have questions? Ready to get started? Contact the Law Offices of David Bliven today to schedule an initial consultation.
There are no hard-and-fast, court-imposed deadlines in uncontested divorce. However, you can log “soft” deadlines into your calendar. Perhaps you would like to set a deadline for when your attorney communicates with opposing counsel, as you anticipate an exchange of net worth statements in approximately two weeks. In that case, you can set up a calendar reminder two weeks after receiving the blank net worth statement form.
If you don’t have a specific divorce calendar or planner, you can easily mix up personal or business tasks with divorce tasks. There are ways, whether you’re using Google Calendar or Microsoft Office 365, to organize and distinguish your divorce calendar. The most straightforward approach is to color-code your divorce tasks and events, so they’re differentiated from other calendar tasks or events.
Most storage apps and cloud services, such as Google Drive, OneDrive or iCloud, are generally safe. If you use an app like OurFamilyWizard for communicating with your spouse, the messages sent and received are encrypted. To ensure maximum safety, don’t forget to update your devices regularly to prevent security breaches and hacking.
Suppose you’re involved in a high-end, high-conflict divorce. Perhaps you’re concerned the other party might hire an IT specialist to intercept documents you share with your attorney. If you want to keep things confidential and safe, the best way to do that is to deliver physical documents directly to your attorney’s office. Your attorney can then scan the document into their computer.
Also, ensure that all of your devices have built-in passports. Remember to disable facial recognition, as it can be compromised in various ways.
I recommend checking out my various free eBooks online. You can even purchase my other divorce planning books off Amazon. The appendices of those eBooks contain numerous checklists regarding factors considered by the court, potential disclosure and potential assets.
My standard checklists that help clients through divorce are the statutory factor charts. I have custody questionnaires and custody timelines. Those tend to be tools and checklists when somebody is starting down the road of a contested case. However, they’re not needed when you’re negotiating an uncontested divorce case, as you’ll just be exchanging the net worth statements.
Any responsible attorney won’t simply provide you with the net worth statement and instruct you to fill it out. They should provide you with detailed instructions on how to fill out the statement. If you look over the correspondence you receive from your attorney, you can use that as a de facto checklist for how to fill a net worth statement out.
For more information on the uncontested divorce process in New York, an initial consultation is your next best step. Get the information and legal answers you are seeking by calling (347) 333-4824 and (914) 206-0048 today.
Attorney David Bliven is a skilled lawyer based in Bronx, NY, who has helped countless clients like you navigate the intricacies of divorce law. With decades of experience, he is well-equipped to assist you in organizing your records and meeting calendar deadlines for your divorce case, ensuring a smoother and more efficient process.
Still have questions? Ready to get started? Contact the Law Offices of David Bliven today to schedule an initial consultation.
