Active Planning & Investment Solutions logo

2810 Fieldstream Drive North

Wilson, NC 27896

 

Phone: 252-237-4357

Fax: 252-243-2681

 

March/April 2023

Post-divorce Checklist

Priorities list as plan with duties sorted by importance tiny person concept. Work management strategy for high efficiency and productivity with schedule checklist and target steps vector illustration

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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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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