Gather While Access Is Easy
The documents to photograph, scan, and secure now — tax returns, statements, titles, insurance — before a filing changes what you can reach.
Know Your Real Numbers
The four lists that feed California's mandatory financial disclosures — so your DOD and Income & Expense Declaration start out accurate.
Slow Down on the Hard-to-Undo
Moving out, moving money, signing anything the other side drafted — the decisions to get advice on BEFORE you act, because some things can't be walked back.