Ensure Nothing Slips Through the Cracks for Your Clients, Post-Divorce
Recently divorced individuals often find themselves mentally and emotionally drained. After months—sometimes years—of negotiations, legal meetings, financial disclosures, and emotional strain, it is natural for clients to want a complete break from paperwork, professionals, and decision-making. This is a normal and understandable response. However, the period immediately following the final judgment or decree is one of the most critical windows for ensuring long-term financial stability and avoiding costly mistakes.
For professionals serving these individuals—attorneys, estate planners, financial advisors, accountants, business consultants, and real estate professionals—understanding the unique post-divorce vulnerabilities your clients face is essential. Even the most diligent clients may overlook important tasks after a divorce is finalized, and a failure to complete these steps can result in unintended financial repercussions, legal exposure, or continued entanglement with an ex-spouse long after the divorce is final. Your role is to provide clarity, structure, and proactive guidance.
This program is designed to equip professionals with the tools and strategies needed to guide recently divorced individuals toward financial security and legal compliance. You will learn how to help clients organize their affairs, complete outstanding tasks, establish new financial habits, and implement a forward-looking plan that empowers them to move into the next chapter of life with confidence.
Post-divorce planning is far more than administrative housekeeping—it is a comprehensive process involving asset protection, risk management, long-term financial forecasting, tax preparation, retirement planning, estate updates, and understanding how newly established legal arrangements impact day-to-day living. Clients rarely realize how many pieces must be addressed: the retitling of property, updating beneficiaries, modifying insurance policies, revising estate documents, navigating tax shifts, and setting new financial goals that reflect their post-divorce reality.
This course highlights best practices for reviewing final judgments, identifying executory tasks, and guiding clients step-by-step through the most urgent and consequential actions they must take. In addition, participants will learn how to deliver this guidance in a manner that is supportive, trauma-informed, and sensitive to the emotional weight many clients are still carrying.
Professionals who work with recently divorced individuals must be prepared to approach post-divorce matters holistically. This involves recognizing the interconnectedness between financial decisions, legal obligations, personal well-being, and long-term planning. By helping clients navigate these areas efficiently, you not only safeguard them against future complications—you also reinforce your role as a trusted advisor they can rely on during one of the most significant transitions of their lives.
Topics will include how to interpret final decrees for outstanding responsibilities, what financial documents require immediate updates, how to identify potential tax issues before they arise, and how to collaborate with other professionals to ensure nothing is overlooked. This program also provides strategies for strengthening client communication, setting realistic timelines, and creating actionable checklists tailored to individual circumstances.
Whether you are a legal professional helping a client close out the case, a financial professional guiding the restructuring of accounts, or a business owner working with newly single individuals, your insight and structure can prevent oversights that might otherwise result in unnecessary financial stress. By helping your clients take control of their finances, protect their assets, and understand their new obligations, you empower them to rebuild on a solid foundation.
This course ultimately arms you with the knowledge and tools to keep clients on track and ensure their post-divorce transition is smooth, organized, and secure—giving them the financial peace of mind they deserve as they begin the next chapter of their lives.
Learning Objectives
You will be able to review your client’s final judgment, decree, and any associated agreements to identify executory tasks that require immediate attention.
You will be able to discuss the importance of consulting a financial advisor post-divorce, including how to evaluate assets, adjust financial strategies, and establish long-term goals.
You will be able to review the essential components of estate planning after divorce, including wills, trusts, powers of attorney, beneficiaries, and healthcare directives.
You will be able to discuss key tax considerations post-divorce, such as filing status changes, dependency claims, tax credits, alimony rules, and property transfer implications.
Continuing Legal Education (CLE)
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions outside of Connecticut and therefore automatically meets the content and delivery requirements within the state. Credit is based on a 60-minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
