Divorce

Divorce Work Sheet

Greg Stone Greg Stone
How To Use

This 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.


Divorce Work Sheet

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 Information

Balance 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 Assets

Total Assets:

Liabilities

Real Estate Mortgage
Home Equity Loan
Credit Card Debt
Vehicle Loans
Student Loans
Other Debts

Total Liabilities:

Net Worth (Assets-Liabilities):

Monthly Income

                                       Spouse 1            Spouse 2          Joint

Salary (gross)
Bonuses/Commissions
Investment Accounts
Rental Property
Other Income

Total 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