Post-Divorce Client "To-do" List

Change beneficiary designations on IRA accounts, employer sponsored retirement plans and life insurance contracts.
Update your estate plan: (Wills, Durable Powers of Attorney and Trust documents (remember to re-title assets that were owned by the original Trust)).
Review and update your financial plan, keeping in mind that investment objectives, retirement dates, and cash flow issues have likely changed since the divorce.
If your ex-spouse is required to obtain life insurance to secure spousal and/or child support, verify that this has been completed.
Obtain necessary signatures and submit all forms needed to change account registrations (i.e. changing the registration on your bank account from joint to single).
Obtain necessary signatures and submit all transfer paperwork for investment accounts and non-qualified tax deferred accounts that are being divided.
Make sure that any necessary Quit Claim deeds are property executed.
If applicable, verify your ex-spouse has re-financed the mortgage and removed your name from the old loan.
Make sure that COBRA is set up within the required time frame for continued coverage.
Transfer Title on any vehicles, if necessary. Make sure that your ex-spouse has transferred Titles, if applicable.
If you are changing your name, complete necessary paperwork with the Social Security Administration.
If you are receiving spousal support payments, meet with an accountant to set up a schedule for quarterly estimated tax payments, in order to avoid paying penalties.
Request from your spouse (or accountant/investment advisor) cost basis records on any assets that were acquired during the marriage, which you received in settlement.