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The Gray Divorce Financial Checklist

The "before you file" checklist: every document to gather, every account to inventory, and the first five calls to make — on one printable page. Free, plain English, no jargon.

What's on the checklist

  • All financial documents to gather before anything is filed
  • Every account to inventory — including the ones people forget (pensions, HSAs, life insurance cash value)
  • The 90-day "freeze and separate" steps that protect you
  • The first five calls to make, in order
  • Beneficiary and password audit starter

This checklist is the companion to Chapter 1 of The Gray Divorce Financial Workbook ($29) — the Workbook goes deeper with filled-in worksheets, calculators, and the full 10-chapter system.

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