What copies of documents should I give my S?

[Bridgestone]

From my experience our mediator did not want the tax stuff, my lawyer did to get a perspective of income between my StBX & myself. But we had an unusual situation.

There was no need for medical information for the mediation nor really tax stuff.
What they (each of our lawyers & the mediator) wanted were:

1- Most current bank statements of all accounts: checking, savings, loans, lines of credit, etc
2- Most recent credit card statements of all accounts
3- Most recent valuation of real estate (may have to pay for an appraisal)
4- Most recent valuation of retirement accounts, pension funds, mutual funds, investments
5- Most recent valuation of life insurance
6- Copy of mortgage and most recent statement of balance
7- copies of most recent pay stubs
8- Inventory of safety deposit box
9- Valuation of cars
10- Vaulation of household goods (at 'garage sale' prices)
11- Children's college savings accounts
12- Valuation of any business assets

even though they wanted copies of all this.. they still expected us to 'total' the numbers to put on a line for them... it really was just about what is the asset vs. the debt column when it really came down to it.. and "It" is a long process.

Since I have my StBX's SS# memorized & vice versa, blackening it out was not something I considered.

Before I moved out I took copies the past 10 years of business records, the past 5 years of tax returns, copies of business agreements, life insurance policies, bank account & credit card numbers, and any other pertinant financial information I thought I would not have easy access to if things got really ugly later.

Good luck.
Bridge