Sales SamplesTEST

Financial Advisor

 

YOUR COMPANY

45 Prospect Ave

Albany, NY 12206

 

Phone:  800-243-5334

Fax:        800-720-0780

 

Email: sales@ltmclientmarketing.com

Website: www.letstalkmoney.com

March/April 2023

Post-divorce Checklist

Post-divorce Checklist

Keeping up with the many tasks you'll need to complete after a divorce can be daunting. A checklist may help.


  • Divide property according to the divorce agreement.

  • Review beneficiaries on retirement plans, insurance policies and payable-on-death accounts.

  • Change titles to vehicles, deeds and other property.

  • Remove your name from debts that aren’t yours.

  • Create a post-divorce budget.

  • Make a will and create medical and financial directives.

  • Change passwords on accounts.

  • Arrange for health insurance for you and dependents.

  • Pay off and close joint credit accounts.

  • Ensure any qualified domestic relations order (QDRO) is entered and implemented.

  • Notify insurers, creditors and healthcare providers of a change of address.


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