Resource · Practical Guides

The Separation

Admin Checklist

Getting organised is one of the most powerful things you can do.

Separation generates an overwhelming amount of paperwork, correspondence and tasks. Staying organised is not glamorous, but it is one of the most effective things you can do to reduce stress and keep your case on track.

Documents to gather and keep

  • Marriage certificate
  • Bank statements, all accounts, last 12 months minimum
  • Mortgage statements and property valuations
  • Pension statements and cash equivalent transfer values (CETVs)
  • Payslips or accounts if self-employed
  • Credit card and loan statements
  • Any existing wills or life insurance policies
  • Documents relating to any businesses
  • All correspondence from solicitors and the court

Create a filing system

A dedicated folder, physical or digital, for all separation-related documents is essential. Organise by category: court documents, financial documents, correspondence, children's matters.

Track deadlines

Court deadlines are not suggestions. Missing a deadline can have real consequences for your case. Maintain a simple calendar or spreadsheet tracking every deadline, what needs to be done, when and what the consequence is of missing it.

Keep a correspondence log

Note the date and content of every significant communication, calls, meetings, emails. This creates a record that can be invaluable if there are later disputes about what was agreed or said.

Frequently asked questions

How long should I keep separation documents?
Keep all documents until the financial settlement is fully finalised and any appeal period has passed. For anything relating to children, keep documents indefinitely, children's matters can be returned to court years later.
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