Step 1: Confidential Divorce Mediation Questionnaire
This is the first form you will need to fill out if you are beginning your mediation process. Only one of you needs to fill this out, however, you may need to work together since it includes detailed information about both of you. Plan to fill this out in one step. It will be delivered to my inbox.
Step 2: Financial Disclosure
Watch this video for an overview of the forms you will be filling out as you proceed to the financial disclosure phase of your mediation.
Declaration of Disclosure FL-140
This is the master form to which you attach all other forms and information. I will provide you with a statement of material facts.
Asset and Liability Disclosure FL-142
Each party is required to fully disclose all of their assets and debts. The FL-142 operates like a table of contents for what you are disclosing. Each asset or debt you disclose will require documentary proof of how you arrived at your valuation. For example, if you list real estate as an asset, you will need to provide a copy of your current mortgage and/or your HELOC, and a market valuation showing how you arrived at the current valuation. Plan to fill this our in one step or you may lose your work.
Income and Expense Declaration FL-150
Each party is required to fill out an income and expense declaration. All sources of income should be listed on page 2 and you will attach your pay stubs or your Schedule C depending on your sources of income. If spousal support is an issue skip page 3 and, replace it by filling out a much more detailed budget worksheet using the excel worksheet below.
In preparation for mediation, each spouse will need to fill out a detailed budget including current living expenses and proposed living expenses. You can download this excel form, and it will allow you to update if as needed.