This document review list is offered to provide you background information on the subject and to aid you in the writing process. Because a Divorce Worksheet is not a legal document, it is not required to be signed, witnessed, or notarized. It is simply a worksheet for gathering information about you and your family in preparation for a consultation with a divorce adviser.
The regulations are different if you reside in a community property state. Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin have all implemented community property laws. In community property jurisdictions, property division also involves a decision of whether the property was brought into or acquired during the marriage. If separate property is commingled with marital property or if the couple lived in both a community property and a non-community property state throughout the marriage, the issues become extremely complex.
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Name of each Spouse:
Address:Phone:
Date of Birth, each:
SSN, each:Date and Place of Marriage:
Do you have a copy of the marriage certificate?
Previous Marriages, by either or both:Number of Years Living in Current State:
Residence of State since, each:Employment Experience
First Spouse:
Second Spouse:Premarital Agreement (if so, attach):
Children
Name of each Child:
Date of Birth:
SSN:
Parent(s):Temporary Child Support Sought
Custodial Parent will seek temporary child support of $ _________ per month, per child.
Temporary Alimony Sought
Custodial Parent will seek temporary alimony of $ _________ per month, per child.
Marital Home:
The home will be sold, and the net proceeds will be divided in the following percentages:
Custodial Parent __%; Non-Custodial Parent __%.
Financial InformationBalance Sheet
Assets
Spouse 1 Spouse 2 Joint
House
Checking Accounts
Savings Accounts
Certificates of Deposits
Stocks
Bonds
IRAs
Retirement Plans
Pension Plans
Life Insurance (Cash Value)
Business Property
Accounts Receivable
Loans
Vehicles
Boats
Jewelry
Clothing
Sporting Equipment
Collections
Other AssetsTotal Assets:
Liabilities
Real Estate Mortgage
Home Equity Loan
Credit Card Debt
Vehicle Loans
Student Loans
Other DebtsTotal Liabilities:
Net Worth (Assets-Liabilities):
Monthly Income
Spouse 1 Spouse 2 Joint
Salary (gross)
Bonuses/Commissions
Investment Accounts
Rental Property
Other IncomeTotal Income (Monthly):
Monthly Expenses
Spouse 1 Spouse 2 Joint
Housing (Mortgage & Taxes)
Auto (loans/expenses)
Food
Clothing
Child Care & Education
Income Taxes (including SS; all deduct)
Insurance (life/disability)
Insurance (property)
Utilities
Phone/Subscriptions of all kinds
Health Care/Medicine
Recreation
Student Loans
Home Maintenance
Alimony (Previous)
Child Support (Previous)
Charity
Miscellaneous (10% or more)Total Expenses:
Other Information
Divorce Work Sheet
Review ListThis review list is provided to inform you about this document in question and assist you in its preparation. A Divorce Worksheet is not a legal document, and therefore, does not require any signature, witnesses, or notarization. It is merely a worksheet to assemble information about you and your family if you are preparing for a meeting with an advisor regarding a divorce.
If you live in a community property state, the rules are different. The following states have adopted community property laws: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin. Division of property in community property states also requires a determination as to whether the property was brought into the marriage or acquired during the marriage. The issues become very complicated if separate property is commingled with marital property or if the couple resided in both a community property state and a non-community property state during the marriage.
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