After a Divorce

When one household becomes two, you need a current picture of your own finances and a plan for the responsibilities that are now yours.

Your Finances During and After a Separation

Some of this helps your lawyer while the agreement is negotiated, and the rest follows once it is signed.

Your Financial Position
We list the companies, trust interests, accounts and policies connected to you, so your lawyer works from accurate information.
Accounts and Signing Authority
We plan the changes to banking, signing and online access with the people authorized to make them, in the order your agreement sets.
The Tax on the Division
We review each proposed transfer and election for its tax consequences before anything moves.
Wills, Powers of Attorney and Beneficiaries
We review them with your lawyer, so each names the people you now intend and fits the agreement.
Cash Flow and Budgeting
We set a new budget for one household, with bills and company draws to match.

We support you through the separation and set up your own household’s finances after it.

Fractional CFO
We set up your own accounts, bills and budget for one household.
Tax Planning
Every proposed transfer is planned with its tax consequences in view.
Estate Planning
We revisit your estate plan after the separation, and your lawyer drafts the new will.
Bookkeeping and Tax Compliance
We keep your books from the separation date and prepare your returns from them.

Your family-law lawyer negotiates and drafts the agreement.

Signed or still being negotiated, we can start with where you stand today.