Build The Right Team Before Making Major Decisions
Major financial and legal decisions during divorce rarely happen in isolation.
The most successful outcomes occur when homeowners assemble a coordinated team of professionals who communicate effectively and work together to protect your interests.
This center is designed to help you understand which professionals you may need and request introductions to trusted experts when you are ready.
Who Would You Like To Speak With?
Divorce Attorney
Mortgage Professional
CPA / Tax Professional
Financial Planner
Mediator
Divorce Property Strategist
CDLP (Certified Divorce Lending Professional)
Valuation Expert
Estate Planning Attorney
Probate Attorney
Senior Transition Specialist
Business Exit Advisor
Investment Property Expert
Understanding Their Roles
How each professional complements the others to protect your interests.
Divorce Attorney
Provides legal advice, negotiates settlement terms, drafts agreements, and represents your legal interests in court if necessary.
When to involve them: Early in the process to understand your legal rights before making financial commitments.
Mediator
A neutral third party who helps spouses communicate, negotiate, and reach a mutually acceptable settlement outside of court.
When to involve them: When both parties are willing to collaborate to resolve issues amicably.
CPA / Tax Professional
Analyzes tax implications of selling the home, capital gains exposure, and the tax consequences of dividing other assets.
When to involve them: When evaluating the net financial impact of keeping vs. selling the property.
Financial Planner
Helps project long-term financial outcomes, retirement planning, and wealth management after the divorce is finalized.
When to involve them: To understand how today's property decisions will affect your retirement and future wealth.
Mortgage Professional & CDLP
Evaluates refinancing options, determines buyout qualification, and assesses your ability to purchase a new home. A Certified Divorce Lending Professional (CDLP) specializes in the unique underwriting guidelines involving divorce settlements.
When to involve them: Before agreeing to a buyout or assuming you can keep the home.
Valuation Expert
Provides a formal, defensible appraisal of the property's current market value, often required for court proceedings or highly contested buyouts.
When to involve them: When spouses cannot agree on a home's value or when a formal appraisal is legally required.
Estate Planning & Probate
Updates wills, trusts, beneficiaries, and power of attorney documents to reflect your new life status and protect your assets.
When to involve them: Immediately after your divorce is finalized or during a major life transition.
Senior Transition Specialist
Assists older adults with downsizing, independent living placement, and the unique emotional and logistical challenges of moving later in life.
When to involve them: When a homeowner can no longer safely or comfortably maintain their current property.
Business Exit Advisor
Helps business owners evaluate the value of their company, prepare for a sale, or structure an exit strategy during a divorce or transition.
When to involve them: When a marital estate includes a closely held business that must be valued or sold.
Investment Property Expert
Advises on the disposition, 1031 exchange, or management of rental properties, multi-family units, and commercial real estate portfolios.
When to involve them: When the marital estate includes investment real estate beyond the primary residence.
Divorce Property Strategist
Determines accurate home value, evaluates equity, compares selling options, and coordinates the real estate transaction if a sale is required. Serves as the central coordinator for your property decisions.
When to involve them: Before negotiating settlement terms involving the marital home.
Request An Introduction
Fill out the form below and we will connect you with a trusted professional who can help.
THE LOCKHART METHOD™
Every important property decision follows the same proven process.
Understand Your Situation
Evaluate Every Option
Build Your Strategy
Coordinate The Right Professionals
Move Forward With Confidence
Need Help Deciding Which Professional To Speak With?
Schedule a confidential strategy session to discuss your situation and we'll help you identify the right next step.