If you’re providing copies of your financial records and/or tax returns to your lawyer, husband, husband’s lawyer, court experts, court reporters, the court itself, or any other third-party, be sure to redact/erase/delete/remove your social security number and account numbers from the documents to avoid identity theft.

If you need some method of identifying financial accounts in your documents, you can simply refer to the name of the financial institution, the type of account and if absolutely necessary, the last few digits in the account number. For example, Wells Fargo joint checking account number ending in 038, or you can establish reference names for each account (i.e. “Dan’s credit card #1) that are used universally in your case by everyone involved.