Gathering Info For Your Divorce Case

by Jennifer Hargrave - Dallas Divorce Attorney | Apr 1, 2025

What Documents Will I Need for My Divorce?

A Practical Guide for Smarter Decisions

In this episode of The Jennifer Hargrave Show, we discuss a common divorce question: “What documents will I need for my divorce?” Family law attorney Katherine Zimmerman joins Dallas divorce attorney Jennifer Hargrave to demystify one of the most overwhelming parts of the divorce process: gathering information. From financial statements to school records and even social media screenshots, learn what documents truly matter, how to avoid costly mistakes, and why being organized can save you time, money, and stress. Whether you’re in the early stages of separation or already deep in the legal process, this guide will help you take confident, informed steps forward.

Getting the Right Information in Your Divorce Case

Going through a divorce can be overwhelming — especially when you’re not the one who handled the finances during the marriage. If you’re suddenly tasked with gathering the right information for your family law case, where do you begin?

In this conversation, Jennifer Hargrave sits down with senior attorney Katherine Zimmerman of Hargrave Family Law to unpack exactly what’s needed, how to get it, and how to avoid unnecessary stress and costs in the process.

What Financial Documents Do You Need?

According to Katherine, it all starts with account statements — not just a list or memory of what’s there.

“People often send screenshots from their phones, but those can be missing critical details like account numbers, names on the account, and statement dates,” Katherine explains.

What’s more helpful? PDF statements from:

Bank accounts
Brokerage and retirement accounts (401(k), IRAs, etc.)
Credit cards and mortgages
Any debts or loans
Crypto accounts (yes, even Bitcoin)

A good rule of thumb: aim to gather at least two years’ worth of statements if possible.

What About Kids?

If custody is an issue, records matter. Jennifer and Katherine both stress the importance of gathering:

School and daycare records
Pediatrician and medical records
Documentation showing pick-up and drop-off routines

These can support your case in negotiations or court by offering a factual account of your parenting involvement.

And yes — you can obtain these without a subpoena. Just ask the provider and request a business records affidavit to ensure they’re admissible in court.

Don’t Have Access to All Accounts? No Problem.

In many marriages, one spouse may not have access to certain financial accounts. Katherine explains that attorneys have several tools to gather that information legally, including:

Inventory and appraisement documents exchanged between parties
Requests for production (formal requests for specific documents)
Subpoenas issued to banks, employers, or third parties

Just because you don’t have a login doesn’t mean you’re out of options — and you should never break the law trying to gain access. Doing so can seriously backfire.

“You don’t need to become your own private detective,” Jennifer says. “That’s what your legal team is here for.”

Organize Early to Save on Legal Costs

One of the biggest cost-drivers in family law cases? A lack of organization. Both attorneys agree that clients who gather and label documents early — and communicate with their legal team — are more likely to resolve their cases faster and with lower fees.

“Talk to your legal team, especially your paralegal, about how to save and label documents,” Jennifer advises. “USB drives, Dropbox folders, and even apps for exporting text messages as PDFs can make a huge difference.”

What If the Other Side Won’t Cooperate?

If your spouse refuses to hand over required records, your attorney can issue subpoenas or file motions to compel. Financial institutions, employers, and even social media platforms can be required to produce documents in accordance with court procedures.

This process is governed by Texas Rules of Civil Procedure, which also includes tools like:

Interrogatories (written questions under oath)
Requests for disclosure (to identify witnesses, experts, and legal theories)
Depositions (in-person or video-recorded questioning under oath)

Start With the Basics

Not every case requires full-scale discovery. In fact, most divorces are resolved with just two key documents:

Inventory and Appraisement – a list of all assets and debts
Financial Information Statement – details income, expenses, and budgets

These are especially important during the temporary orders phase, where decisions are made about who lives where, who pays what, and whether temporary child or spousal support is appropriate.

Final Takeaways: How to Help Your Legal Team Help You

Get organized early. The more prepared you are, the more cost-effective your case will be.
Don’t panic if you don’t have access to every account — there are legal ways to obtain what you need.
Communicate clearly and regularly with your legal team.
Don’t delete text messages or social media — even if you think it will help you. It won’t.
Always get information legally — never try to access your spouse’s devices or accounts without permission.

And remember: if you’re feeling overwhelmed, you’re not alone. The team at Hargrave Family Law is here to guide you, step by step, with compassion and clarity.

Compassionate Dallas Divorce Attorney, Jennifer Hargrave

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Hargrave Family Law – Compassionate Dallas Divorce Lawyers

Hargrave Family Law was founded by Dallas divorce lawyer Jennifer Hargrave with a strong mission in mind. Using non-adversarial techniques, our firm advocates for you during this challenging life transition in a way that helps you protect what matters most. Reach out to our team of compassionate Dallas divorce lawyers at Hargrave Family Law for the support you need to navigate divorce and other family law matters. We offer a complimentary case evaluation to start your journey with us. Together, we will work towards safeguarding the happiness and well-being of your family, allowing you to write your next chapter with hope.