In Part I regarding documents, I discussed why it is important to bring various tangible document to your divorce mediation sessions. In this article, I list the various types of documents that you and your spouse should be prepared to bring with you to divorce mediation. Generally speaking, you want to have on hand tangible documents to refer to when discussing dividing up assets and debts, running support calculations, and negotiating child related issues. Your San Mateo divorce mediator can advise you if all the following documents are necessary in your particular situation.
Documents for Asset and Debt Division Issues & Support Calculations in Divorce Mediation
- Tax Returns, W-2’s & 1099’s – Personal & Corporate (last 3 years)
- Partnership/Corporate Financial Statements (last 3 years)
- Payroll Stubs (last 3)
- Monthly/budget income and expenses list/chart/spreadsheet (last 12 months)
- Social Security Statement (most recent)
- Life Insurance Policies (copy of the policies & any addendums) & premium statement (most recent)
- Pension Plans (Defined Benefit & Defined Contribution) (booklets, contact person, most recent statements)
- All Employee Benefit and Executive Compensation Booklets and Statements
- Stock Options (most recent statement, booklets)
- IRA, Roth IRA, Keogh, SEP, 401K, 403B, 457 & Non-Qualified Deferred Compensation Statements and contact person (last 3 years)
- Savings Account Statements for Individual, Joint, Business & Corporate Accounts (last 3 years)
- Statements regarding Securities, Money Markets, Brokerage, CD’s, Commodities, Mutual Funds, Investment Accounts, Annuities, Stocks & Bonds for Individual, Joint, Business & Corporate Accounts
- Wills, Trusts and Amendments or Codicils
- Business or Partnership Agreements
- Children’s Bank, Savings, Insurance and Investment Account Statement (last 3 years)
- Credit Card Statements for Individual, Joint, Business & Partnership Accounts (last 3 years)
- Loans of any kind for Individual, Joint, Business & Partnership Accounts (last 3 years)
- Listing of all non-investment assets own Individually, Jointly, by a Business or Partnership
- Information on any major Cash or In-Kind Transactions for the last 3 years (e.g., barter)
Documents for Child Related Issues in Divorce Mediation:
- Scholastic schedules which include the children’s days off, holidays, and breaks
- Schedule of activities for the children and you
- Documentation regarding child related expenses that you pay including but not limited to child care, health care, food, clothing, activities, school, other necessities.
- Documentation regarding future anticipated costs such as braces, activities, school, etc.
- Documentation of transportation costs and expenses, especially important if both parents are not, or will not be, in the same geographical location.
Contact Lisa Nelson of San Francisco Area Mediation today at (650) 556-8880 for a free initial consultation regarding divorce mediation.