Select your case type below to see the documents required for your proceeding.
Oregon law requires both parties in a family law proceeding to exchange relevant documents with each other. There are significant legal penalties for failing to disclose these documents, and a case can even be reopened if a party fails to disclose an asset.
The documents you need to provide depend on your type of case. Please select your case type below to see the appropriate checklist, or download the printable PDF version.
In a dissolution of marriage, Oregon law requires both parties to exchange full financial information. We will send a formal request to the other party with a similar list of documents, and we fully anticipate receiving a reciprocal request from the opposing attorney. Cases are often won by the parties who are the most prepared and have done the most thorough job collecting these documents.
Please provide the following items within twenty-one (21) days of our office requesting these documents.
Download Printable Dissolution Checklist (PDF)Delivery Methods: Provide documents via thumb drives or sharing cloud folders (Google Drive, Dropbox, or OneDrive) with our office.
Format: Provide electronic copies in PDF format. Do not send screenshots or photos of documents.
Originals: Do not provide original documents. We only want electronic copies or photocopies.
Organization: Group documents into folders or sections corresponding to the item numbers below.
Redaction: You must redact Social Security Numbers, Driver's License numbers, and sensitive PINs. Do not redact substantive financial information or the last four digits of account numbers.
All federal and state income tax returns filed by you and your spouse for the last three (3) calendar years, whether filed separately or jointly. Include all schedules, W-2s, 1099s, and any correspondence received from a taxing authority concerning these income tax returns.
All records showing any income earned or received from any source by you and your spouse for the current calendar year. This typically can be satisfied with monthly paystubs for the current year.
All W-2 statements, year-end payroll statements, interest and dividend statements, and all other records of income earned or received by you and your spouse during the last tax year if income tax returns have not been filed for that year.
All statements reflecting interest or dividend income earned during the last tax year.
Any net worth statements, balance sheets, or statements of assets and liabilities prepared in the last three (3) years.
Any loan or credit line applications prepared by or for you within the last three (3) years, including mortgage refinances.
Include full declaration pages summarizing the policies (owner, insurer, policy number, benefit, premium, and beneficiaries).
Full declaration pages for all life insurance policies.
Full copies of policies including the declaration pages.
Full copies of policies including the declaration pages.
Copies of insurance cards and full policy documentation.
Insurance cards for each vehicle and the most recent premium statements.
Full copies of policies and the most recent premium statements.
Any riders for collectibles, firearms, jewelry, or other high-value items.
Monthly statements, canceled checks, and check registers for the last three (3) years for all accounts (checking, savings, CDs) you have had an interest in.
Statements for the last 24 months for PayPal, Venmo, Apple Pay, Google Pay, or cryptocurrency wallets.
Monthly statements for the last 12 months for every credit card you use or are authorized on. Include records of loans from family or friends.
The name of the bank, box number, authorized signers, and a list of current contents.
Deeds, mortgages, real estate contracts, and most recent property tax assessments for any land or homes owned. Provide current payoff figures.
Titles or registrations (showing VINs) for all cars, RVs, boats, or motorcycles. Provide the current payoff figure and lienholder information.
Most recent statements for 401(k)s, IRAs, PERS, Keogh plans, or deferred compensation. Include the Summary Plan Description.
Monthly or quarterly statements for the last three (3) years for any brokerage accounts, mutual funds, or bonds.
Last three (3) years of business tax returns, annual financial statements, and any partnership or buy/sell agreements for businesses where you have an interest.
Copies of any will, trust agreement, or inventory for an inheritance in which you have an interest.
Any appraisals for jewelry, antiques, or real estate done in the last three (3) years.
A copy of the final judgment or decree from any previous marriage for either you or your spouse.
Copies of any written agreements with your spouse concerning support or property (e.g., premarital agreements).
Free credit reports can be ordered online once each year from AnnualCreditReport.com or by calling 1-877-322-8228. Be sure to get the full, expanded report.
Only complete this section if you have minor children.
Any calendars, logs, or personal journals you have kept regarding time spent with the children.
Any documents from DHS, police reports, or criminal records involving the children or either parent.
Documentation of any uninsured expenses (medical, school, sports) you are seeking reimbursement for.
Insurance cards, policy/group numbers, and a Summary of Benefits for any policy covering the children. Provide proof of what the cost is for the children's coverage.
Report cards, attendance records, and disciplinary records for the last three (3) academic years.
Any IEPs, 504 plans, or evaluations for special education services.
Records of routine care, therapy notes, or specialized treatment (Speech, OT, PT) for the children from the last two (2) years.
Provide copies of text messages, emails, or letters from the last 12 months. Make sure the date is visible in each communication. Organize into the following categories:
Communications where you have offered or facilitated extra time for the other parent, or where you have tried to work together on a schedule.
Instances where the other parent is being demeaning, rude, or verbally abusive to you.
Discussions regarding school, medical care, or extracurriculars that show how you communicate (or struggle to communicate) as co-parents.
Any communications where the other parent speaks poorly of you to the children or involves them in the legal conflict.
Messages involving substance use, threats of violence, or other concerning behavior.
We use these to show the court the children's environment and your bond with them.
2-3 photos of the children's bedroom(s) with beds made. 1-2 photos of the backyard play area (showing the fence, if one exists). 1-2 photos of a nearby park where the children frequently play.
Photos of the children with siblings, yourself, and your extended family (grandparents, aunts/uncles). Include a variety since birth but focus heavily on the last 2 years. Show fun activities (holidays, outings, hobbies). Ensure you are physically in several of the pictures with the children. Please make sure the titles of the photos have the date or the date is indicated on the picture itself.
In a custody or modification proceeding, Oregon law requires both parties to exchange documents related to your income and the children. There are significant legal penalties for failing to disclose these relevant documents. Cases are often won by the parties who are the most prepared and have done the most thorough job collecting these documents.
Please provide the following items within twenty-one (21) days of our office requesting these documents.
Download Printable Custody / Modification Checklist (PDF)Delivery Methods: Provide documents via thumb drives or sharing cloud folders (Google Drive, Dropbox, or OneDrive) with our office.
Format: Provide electronic copies in PDF format. Do not send screenshots or photos of documents.
Originals: Do not provide original documents. We only want electronic copies or photocopies.
Organization: Group documents into folders or sections corresponding to the item numbers below.
Redaction: You must redact Social Security Numbers, Driver's License numbers, and sensitive PINs. Do not redact substantive financial information or the last four digits of account numbers.
All federal and state income tax returns filed by you and the other parent for the last three (3) calendar years, whether filed separately or jointly. Include all schedules, W-2s, 1099s, and any correspondence received from a taxing authority concerning these income tax returns.
All records showing any income earned or received from any source by you and the other parent for the current calendar year. This typically can be satisfied with monthly paystubs for the current year.
All W-2 statements, year-end payroll statements, interest and dividend statements, and all other records of income earned or received by you and the other parent during the last tax year if income tax returns have not been filed for that year.
All statements reflecting interest or dividend income earned during the last tax year.
Any net worth statements, balance sheets, or loan applications (including mortgage refinances) created in the last two (2) years.
Any loan or credit line applications prepared by or for you within the last three (3) years, including mortgage refinances.
Copies of insurance cards and full policy documentation.
Insurance cards for each vehicle and the most recent premium statements.
Monthly statements, canceled checks, and check registers for the last two (2) years for all accounts (checking, savings, CDs) you have had an interest in.
Statements for the last two (2) years for PayPal, Venmo, Apple Pay, Google Pay, or cryptocurrency wallets.
Monthly statements for the last two (2) years for every credit card you use or are authorized on. Include records of loans from family or friends.
Any calendars, logs, or personal journals you have kept regarding time spent with the children.
Any documents from DHS, police reports, or criminal records involving the children or either parent.
Documentation of any uninsured expenses (medical, school, sports) you are seeking reimbursement for.
Insurance cards, policy/group numbers, and a Summary of Benefits for any policy covering the children. Provide proof of what the cost is for the children's coverage.
Report cards, attendance records, and disciplinary records for the last three (3) academic years.
Any IEPs, 504 plans, or evaluations for special education services.
Records of routine care, therapy notes, or specialized treatment (Speech, OT, PT) for the children from the last two (2) years.
Provide copies of text messages, emails, or letters from the last 12 months. Make sure the date is visible in each communication. Organize into the following categories:
Communications where you have offered or facilitated extra time for the other parent, or where you have tried to work together on a schedule.
Instances where the other parent is being demeaning, rude, or verbally abusive to you.
Discussions regarding school, medical care, or extracurriculars that show how you communicate (or struggle to communicate) as co-parents.
Any communications where the other parent speaks poorly of you to the children or involves them in the legal conflict.
Messages involving substance use, threats of violence, or other concerning behavior.
We use these to show the court the children's environment and your bond with them.
2-3 photos of the children's bedroom(s) with beds made. 1-2 photos of the backyard play area (showing the fence, if one exists). 1-2 photos of a nearby park where the children frequently play.
Photos of the children with siblings, yourself, and your extended family (grandparents, aunts/uncles). Include a variety since birth but focus heavily on the last 2 years. Show fun activities (holidays, outings, hobbies). Ensure you are physically in several of the pictures with the children. Please make sure the titles of the photos have the date or the date is indicated on the picture itself.
Contact our office and we can help you identify what you need.
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