MARITAL SETTLEMENT AGREEMENT CHECKLIST
Alimony/Maintenance
Parental Responsibility Allocation Judgment
Child Support
Child’s Health Insurance Premiums
Child’s Non-Covered Health Expenses (Co-Pays, RX’s, etc.)
Day Care Expenses
Child’s Activity Expenses
Child’s Extracurricular Expenses
Life insurance for benefit of child or other spouse, if maintenance
Health insurance and health expenses of spouses
Real estate/Marital Residence/ liability for lease, security deposit entitlement
Parties’ business interests
Non-retirement financial assets/bank accounts/brokerage accounts/ins cash value
Stock options/restricted stock
Retirement plans/defined benefit pensions, 401K’s, IRA’s, Sep and Roth IRA’s
Collectibles
Personal Property/contents of residence
Autos/auto leases
Subsequently discovered property
Debts
Credit card debt
Bankruptcy
Income Tax Exemption (Child Credit) for Child
College Expenses
Student loans
Liability for past income tax returns, if audited
Joint return for current year?
Entitlement to tax refund or liability if money due
Attorney’s fees
OAK BROOK
1 S 660 Midwest Road Suite 320 Oakbrook Terrace, IL 60181
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