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

Divorce Work Sheet
Review List

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.

 

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