Divorce & Starting Over ยท Week 3, Lesson 2
Asset & Debt Inventory
A comprehensive spreadsheet of everything you own and owe โ€” your negotiation starting point
Name:  
Date:  
Part 1: Assets (Everything You Own)

Marital/Separate/Unknown โ€” Marital = acquired during marriage. Separate = owned before marriage, gifts, or inheritances.

Asset Description Current Value Marital / Separate Titled In Whose Name Notes / Action
๐Ÿ  Real Estate
๐Ÿ’ฐ Bank & Investment Accounts
๐Ÿฆ Retirement Accounts
๐Ÿš— Vehicles & Personal Property
๐Ÿ’ผ Business Interests & Other
Part 2: Debts (Everything You Owe)
Debt Description Balance Owed Marital / Separate In Whose Name Action Plan
๐Ÿ  Mortgage & Home Equity
๐Ÿ’ณ Credit Cards
๐Ÿš— Vehicle & Other Loans
Part 3: Financial Summary
Total Assets
 
Add up all asset values above
Total Debts
 
Add up all debt balances above
Net Marital Estate
 
Assets minus Debts
Part 4: Red Flags to Investigate

Note anything that seems unusual, undisclosed, or that you want your attorney to investigate.

Suspected hidden assets or undisclosed accounts:
 
 
Questions to ask my attorney about the inventory: